Use this screen to set up projects to be transferred during the IWO process.
These projects must pre-exist as valid projects in the sending database before they are available for 
in this screen. The projects must be set up as billable projects so the detailed transaction data can be added to the open billing detail table. You must also set the Project Classification to INTER-COMPANY on the Basic Info tab of the Manage Project User Flow. Also, you must create a record on the Manage Project Billing Information screen for these projects.
Costpoint uses these criteria to limit the records when you select a valid IWO project. If you want revenue recognized for these projects, you must set up the Manage Revenue Information screen, and a revenue account must exist in the project account group of the project. If you want costs transferred, you do not need to create a revenue record, but you must set up a cost transfer account and include it in the project account group.
This screen is the third step in the IWO process.
Enter, or click to select, the project that is transferred. The projects available for are those set up with a Project Classification of INTER-COMPANY on the Basic Info tab of the Manage Project User Flow. In addition, the project must contain Project Billing Information screen information. The field to the right displays the project description.
Enter, or click to select, the transfer location. These locations were originally created on the Configure Transfer Locations screen.
This non-editable field displays the currency for the selected billing project ID, as set up in Manage Project Billing Information. This currency should match the receiving location currency that was set up on the Configure Transfer Locations screen for the selected receiving location.
Enter, or click to select, the expense mapping. Create these locations on the Manage IWO Expense Mappings screen.
Use this group box to select the type of labor transfer you would like to make.
If you are transferring data within the same database and to the same company, you can select the As Charged or the To Single Employee options. The As Subcontractor and Automatically Set Up Subcontractors options are disabled.
If you are working with the same database but are transferring data to a different company within that database, you can select the As Subcontractor or To Single Employee options. The As Charged option is unavailable. This selection is not available because the same employee/vendor cannot exist within the same database, even for a different company.
If you are planning to use two different databases from different companies, all options are available.
Select this option to transfer everything including employee/vendor ID, GLC, and PLC to the new project as it was originally charged. It is available only if you are transferring data from one database to an external database or within the same company and database. The receiving database must contain the employee/vendor ID, PLC, and GLC in the tables. If you select this option and are transferring to an external database, you need to set up the employee and/or vendor information in the destination database. If you are transferring within the same company and database, this is not necessary.
Select this option to transfer all labor costs to one employee. This indicates that you do not want to transfer labor detail at the employee level. Because the employee ID (EMPL_ID) must exist in the receiving database, you can create a "dummy" employee to receive all labor records. This selection is available whether you are transferring within the same company and database, transferring to an external database in the same company, or transferring to a different company within the same database.
Use this option to transfer labor costs as subcontractor costs. If you also select the Automatically Set Up Subcontractors check box, you can have the vendor employees automatically set up when the IWO is posted. If you do not select that option, you must manually enter the vendor employees in the destination database. This option is available whether you are transferring to a different company within the same database or to a different company in a different database. It is unavailable when you are transferring data within the same database and company.
If you selected the To Single Employee option, enter, or click to select, the employee ID that receives all the labor costs. The field to the right displays the employee name.
Select this check box to set up subcontractors automatically during the Post IWO Journal process. This option is available whether you are transferring data within the same database to a different company or to an external database that is a different company.
Select this option if you want the IWO journal to credit an unbilled account. This project recognizes revenue.
Select this option if you want the IWO journal to credit the cost transfer account. This project does not recognize revenue.
Select this check box to have every entry validated for account, organization, and project, according to your Costpoint settings. You usually select this check box when making transfers within the same database.
Click this button to load the appropriate transaction types in the table window.
Use this table window to identify the project account and org for each transaction type.
This non-editable field displays the transaction type. The transaction types available are: destination project inter-company receivable and inter-company payable.
Enter, or click to select, the project that you wish to associate with the destination project inter-company receivable or inter-company payable.
Enter, or click to select, the account that you wish to associate with the destination project inter-company receivable or inter-company payable.
Enter, or click to select, the organization that you wish to associate with the destination project inter-company receivable or inter-company payable.
The IWO project (IWO_PROJ) is populated by the Manage IWO Projects screen header.
The Project ID (PROJ_ID) is updated by the Project field in the screen header. This field is a field. Any project set up on the Manage Project User Flow that has a Project Classification of INTER-COMPANY is a billable project and has a valid entry on the Manage Project Billing Information screen is valid and available for selection.
IWO expense mapping (IWO_EXP_MAP_CD) is updated by the Expense Mapping field in the screen header. This is a lookup from valid entries made into the IWO_EXP_MAPPING table created on the Manage IWO Expense Mappings screen.
Validate account (VALIDATE_ACCT_FL) is updated by the Validate Posting Accounts check box in the screen header. If you selected the check box, Costpoint validates all account entries in the table screen against the sending database account, organization, and project tables. Generally, leave this check box blank if the transfer is made to a separate database and not just to a separate company within the same database.
System IWO credit (S_IWO_CR_CD) is the Record group box in the screen header. If you selected the Cost Transfer option, C displays in this column of the table. If you decide on Cost Transfer, you must enter an additional cost transfer account in the child table window. If you selected Unbilled Receivable, this column displays U. (If revenue is computed, there is a debit balance in unbilled receivable. The IWO entry credits the unbilled receivable to zero out the entry and sets up an IWO receivable. If no revenue entry is made, there is no IWO entry to zero out, so the credit goes to the additional account designated as the cost transfer account.)
The receiving IWO location (RCV_IWO_LOC_CD) is updated by the Location field in the screen header. This field is a lookup from valid entries made into the IWO_LOCATION table created on the Configure Transfer Locations screen.
The transfer single employee selection (XFR_SINGLE_EMPL_FL) was replaced beginning with version 5.0. The new column name is XFR_LABOR_CD. The valid codes for this column are E for transfer to a single employee, S for transfer as a subcontractor, and C for As Charged.
The transfer Employee ID (XFR_EMPL_ID) field is available only if you have selected the To Single Employee option in the screen header. If you selected the option, you must create the same employee in the receiving database with the employee ID value entered in this field.
The transfer employee Name (XFR_EMPL_NAME) field is available only if you selected the To Single Employee option in the screen header. If you selected the option, you must enter the same employee name in the receiving database for the ID code entered in the transfer Employee ID (XFR_EMPL_ID) field.
Automatically Set Up Subcontractors (AUTO_SUBCTR_FL) field is available if you selected the As Subcontractors option.
Modified by (MODIFIED_BY) is a field used by Costpoint to identify the user ID of the person making the entry or change.
Time stamp (TIME_STAMP) is a field used by Costpoint to identify the time and date of the row creation or modification.
Row version (ROWVERSION) is a field used by Costpoint.
IWO project accounts (IWO_PROJ_ACCTS) is populated by the this screen's table window. There are either three or four rows entered into this table, depending on the record's status as a revenue or a cost transfer. In the case of the destination project row, the Account column is not required because the data is transferred out of accounts on the sending side and into accounts on the receiving side, depending on the data entered on the Manage IWO Expense Mappings screen. Because you have detailed this on a line-by-line basis, it is not needed in this screen and you can leave the field blank.
Project ID (PROJ_ID) is the key field linking the IWO project (IWO_PROJ) and IWO project account (IWO_PROJ_ACCT) tables.
The System IWO Transaction Type (S_IWO_TRN_TYPE) is pre-populated by Costpoint Inter-Company Work Orders from a list of valid transaction types. One extra type is available if you selected the Cost Transfer option in the Record group box. Valid entries stored in the data table are R (Inter-company Receivable), I (Inter-company Payable), P (Destination Project), and C (Cost Transfer).
Organization ID (ORG_ID) designates the receiving project of the IWO transfer. It must be a valid project in the receiving database. If validation is turned off (you did not select the Validate Posting Accounts check box), no checking is done until you execute the preprocessing routine on the receiving database.
Account ID (ACCT_ID) designates either the sending database payable account or the receiving database receivable account during the IWO transfer. It must be a valid account in the receiving database. If validation is turned off (you did not select the Validate Posting Accounts check box), no checking is done until you execute the preprocessing routine on the receiving database. The account must also be linked to organization and project.
Receiving Project ID (RCV_PROJ_ID) designates the receiving project of the IWO transfer. Currently, you cannot set up more than one project with the same destination project. It must be a valid project in the receiving database. If validation is turned off (you did not select the Validate Posting Accounts check box), no checking is done until you execute the preprocessing routine on the receiving database. No entry is necessary in the Account field for this row since that data is supplied on the Manage IWO Expense Mappings screen.
Modified by (MODIFIED_BY) is a field used by Costpoint to identify the user ID of the person making the entry or modification.
Time stamp (TIME_STAMP) is a field used by Costpoint to identify the time and date of the row creation or modification.
Row version (ROWVERSION) is a field used by Costpoint.