Contents of the Post Revenue Screen

Use these fields and options to configure the Post Revenue screen.

Post Revenue

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Projects

Use these fields to limit the projects that are posted.

Field	Description
Option	Use this drop-down list to select the range of projects for posting.
Start	Enter, or click to select, the starting project number in the range. If you select All or From Beginning in the Option field, this field is inactive.
End	Enter, or click to select, the ending project number in the range. If you select All, One, or To End in the Option field, this field is inactive.

Accounting Period

Use these fields to select the period for which you would like to post revenue. These fields are required.

Field	Description
Option	This field always displays One.
Fiscal Year	Enter, or click to select, a fiscal year.
Period	Enter, or click to select, an accounting period.
Subpd	Enter, or click to select, a starting subperiod number.
Ending Date	This non-editable field displays the selected subperiod end date.

Options

Field	Description
Rate Type	Use this drop-down list to select the rate type you would like to use for posting revenue. This selection applies only to cost plus type contracts. Valid options are: Actual: Select this option to post revenue that was calculated using actual rates. Target: Select this option to post revenue that was calculated using target rates. If you select this option, you can select a variance posting.
Select Variance Posting	Most of the fields in this group box are available only if you selected the Target option in the Rate Type group box. For more information about variance posting, see the "Posting Revenue and Variances" topic. Do Not Post Variances: Select this option to ensure that no cost variances are posted. This option is automatically selected when your Rate Type is Actual. Post Variances for Cost Reimbursable Projects Only: Select this option to post cost variances between actual and target burdens, by pool number, to the Cost and Receivable Variance Account/Org combinations specified on the Pool Base subtask of the Manage Cost Pools screen. This option is enabled when you select the Target Rate Type. Costpoint looks for a revenue formula in the project revenue setup that begins with Cost Incurred Plus to determine a cost reimbursable project. Post Variances for All Projects: Select this option to post cost variances between actual and target burdens, by pool number, to the Cost and Receivable Variance Account/Organization combinations specified on the Pool Base subtask of the Manage Cost Pools screen. This option is enabled when you select the Target Rate Type. Clear Variances: Select this option to perform two variance functions. When you select this option, Costpoint removes any previously posted variances and does not allow any new variances to be posted. Use this option when posting at Target. Since there are no variances for Actual postings, this option is not available for Actual.
Sort By Project	Select this check box to sort revenue and variance journals by project number. This is an optional sort. The standard sort is by account/organization, and a journal sorted by account/organization is always printed.
Include Zero Revenue Amounts	This check box is selected by default. Keep it selected to include zero revenue amounts in the posting. If you entered a ceiling or adjustment that reduced the current fiscal year revenue in the Project Summary table (PROJ_SUM) to zero, you can keep this check box selected to post the negative amount required to reduce the general ledger (GL_POST_SUM) to zero. If you are posting by Performing Organization (see the Manage Revenue Information screen) and use the Redistribute Revenue screen, this check box must be selected to reduce the revenue account balance in the general ledger (GL_POST_SUM) to zero. If you clear this check box, Costpoint does not post for projects that have year-to-date revenue amounts of zero. This option increases this screen's processing time, so use it only if you require a reduction to the general ledger revenue amount. An alternative to this option is a journal entry to reduce the revenue in the general ledger. If you clear this check box, the total revenue columns (TOT_REV_ACT_AMT or TOT REV_TGT_AMT) in the PROJ_SUM table are zero, and the GL_POST_SUM is not updated.
Print Revenue	Click to print the Revenue and Variance Journal Reports without posting to the G/L. A separate journal is provided for the revenue posting, which shows the Revenue Accounts and Unbilled-General Accounts. The variance journal contains only the Cost Variance Account and Receivable Variance Accounts. You can print the Revenue and Variance Journals as often as necessary before posting; however, for audit purposes, we recommend that you retain the Journals that you print before posting.
Print/Post	Click the arrow to the right of and select Print/Post Revenue to print the Revenue and Variance Journal Reports, followed by a posting to the G/L. The reports generated by this process contain a unique sequencing number. Costpoint queues the posting/committed transactions and processes them one at a time.