Costpoint Essentials Online Help

Contents of the Create IWO Allocations Screen

Use the fields and options to configure the Create IWO Allocations screen.

Create IWO Allocations

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

IWO Projects

Field Description
Option

Select the range of IWO projects that you want to process. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter the starting project for the range you want to process. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter the ending project for the range you want to process. If you select All, One, or To End in the Option field, this field is inactive.

Accounting Period

Only posted invoices for the IWO sending project that exist in the Billing Invoice Header History (BILL_INVC_HDR_HS) table for the fiscal year and period that fall on or before the date entered here are selected for transfer. In addition, only transactions in the Billing Detail History (BILLING_DETL_HIST) table where IWO_XFR_FL=N are included in the calculation. 

Field Description
Option

This field always displays One.

Fiscal Year

Select the ending fiscal year that is used to select data from the Billing History table.

Pd

Select the period that is used to select data from the Billing History table.

Ending Date

This non-editable field displays the selected period end date.

Options

Field Description
POP Validation

If you select this check box and attempt to create the IWO allocation, and the period end date is outside of the project's period of performance, Costpoint halts the process. If you do not select this check box, the process continues.