Costpoint Help

Configure Transfer Locations

Use this screen to establish transfer locations for both the sending and receiving databases.

If you are transferring IWO data from one database to another, the location codes must be identical in each database. You can set up the Home Location (the beginning database) on the IWO tab of the Configure Project Settings screen. You also designate the Last IWO Number used on the Configure Project Settings screen. Costpoint uses these two fields to mark and identify entries created and transferred out of this database during the transfer process.

If you clear the Active checkbox on this screen, the location becomes inactive and is no longer available for selection on the IWO tab of the Configure Project Settings screen. If the checkbox is selected, the location is available for selection. You cannot transfer allocations to inactive locations.

Use this screen as the first step in creating an IWO transaction. The location codes established here are available for on the Manage IWO Projects screen. You can transfer each IWO project to only one receiving project and location.

Note: After the IWO process has taken place, you must recompute burden in the receiving database to move the IWO project costs from the General Ledger to the Project Ledger.

Display the Configure Transfer Locations Screen

You access the Configure Transfer Locations screen from the projects domain.

Contents of the Configure Transfer Locations Screen

Use the fields and options to configure the Configure Transfer Locations screen.

Table Information for the Configure Transfer Locations Screen

Changes to the Configure Transfer Locations screen update the IWO_LOCATIONS table.


Parent Topic:

Inter-Company Work Orders Controls