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Enter the appropriate information and click Save when finished.



Note: Cost Pools must appear in the grid in the order in which they should be calculated.   This can be accomplished by adding them in the order they should calculated, or by reordering them using the blue arrow icon.   Click the icon to see the popup dialog containing move direction options.

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Specify a Post Organization if you want the posting to go to a specific organization.   This value is normally left blank, in which case the postings will be made against the organizations of the original pool amounts. 

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Specify the Account and Organization combinations that define the Base if the Base Allocation Method is Actual Amount or Hours.   Parent accounts and organizations in the associated Cost Pool hierarchies should be use to simplify entry.   Subsequent changes to the hierarchies (e.g. addition or deletion of accounts and organizations from the specified parent) will automatically flow into the cost pool calculations using this approach.

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Specify the allocation to POST ACCOUNT that should be posted to represent the allocation into the Base of the pool amounts.   This will be the account (typically) debited for the allocation out of the pool into the base-related accounts.   It is best practice to use a separate allocation to account for each line (e.g. fringe allocation to direct labor, fringe allocation to overhead) here so the results can be used in subsequent calculations.

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