Use this screen to set up the base portion of your cost pools. In addition, you can use this screen with the Manage Cost Creation Setups screen and the Create Pool Links screen to quickly establish or add to your cost pools. To use this screen, you must start by using 
to select a valid cost pool. You must have already established and saved the cost pool on the Manage Cost Pools screen. Only the actual Manage Cost Pools screen and the default allocation credit account and organization (from the Default Accounts subtask) are required to save the screen before you proceed to Manage Base Creation Setups. This is the most efficient way to set up cost pools.
The wildcard feature is available for the Base Account and Base Organization fields to help you quickly set up the account/organization combinations that form the base (denominator) portion of your cost pools. Instead of using the wildcard feature, you also can enter individual base account/organization combinations in this screen, which is helpful if some of your combinations are not easily set up using wildcards. As an alternative, you can establish your bases by selecting them on the Manage Cost Pools screen, using the Pool Base subtask. You also can enter the accounts, organizations, and reference numbers of the allocations, cost variances, and receivable variances in this screen; however; all fields other than the Base Account and Base Organization fields must be filled in using validated entries or 
.
You can add only new account/organization combinations in this screen; to modify or delete existing combinations, use the Pool Base subtask of the Manage Cost Pools screen. If you want to delete account/organization combinations from the base of a pool that has already been posted, please contact General Support for assistance.
After completing this screen and, optionally, the Manage Cost Creation Setups screen, you can establish the links for the accounts and organizations selected on the Create Pool Links screen. After you have run the Create Pool Links screen, you can review and fine-tune the combinations, if necessary, on the Pool Base subtask of the Manage Cost Pools screen.
Use this screen when initializing a cost pool or service center (if the service center has an automatic base calculation). After you initialize base accounts, allocations, and variances, use this screen only to add additional combinations. Review this screen and run the Create Pool Links process each month to accommodate modifications and additions to the account/organization structure.
This non-editable field displays the allocation group number of the selected record. The adjacent field displays the description of the allocation group number.
This non-editable field displays the fiscal year of the selected record.
This non-editable field displays the pool number of the selected record. The adjacent field displays the description of the pool number.
Enter, or click to select, a valid base account. When entering account numbers, you must enter the delimiters (dashes) between segments. This is a required field.
You can enter wildcards in this field. The wildcards are % and _. Examples of their use are as follows:
|
% |
= |
All |
|
%123 |
= |
Ends with 123 |
|
123% |
= |
Begins with 123 |
|
%123% |
= |
Contains 123 |
|
1_3 |
= |
Begins with 1 and ends with 3 and is 3 characters long |
Note that the % wildcard denotes "any character, any length," while the _ wildcard indicates "any single character."
Enter, or click to select, a valid base organization. When entering the organization, you must enter the delimiters (periods) between segments. You can enter wildcards in this field. This is a required field.
Enter, or click to select, a valid allocation account number. You cannot enter wildcards in this field. This is a required field.
Enter, or click to select, a valid allocation organization. You cannot enter wildcards in this field. This field initially defaults to the organization specified on the Default Accounts subtask of the Manage Cost Pools screen. If you delete this default and leave the field blank, the base organization is used. This is a required field.
If you are using reference number 1 for data entry, enter, or use to select, a valid Allocation Reference 1. You cannot enter wildcards in this field.
If you are using reference number 2 for data entry, enter, or click to select, a valid allocation reference 2. You cannot enter wildcards in this field.
Enter, or click to select, a valid cost variance account number. You cannot enter wildcards in this field. This is a required field.
Enter, or click to select, a valid cost variance organization. You cannot enter wildcards in this field. This field initially defaults to the organization specified on the Default Accounts subtask of the Manage Cost Pools screen. If you delete this default and leave the field blank, the base organization is used.
If you are using reference number 1 for data entry, enter, or click to select, a valid cost variance reference 1. You cannot enter wildcards in this field.
If you are using reference number 2 for data entry, enter, or click to select, a valid cost variance reference 2. You cannot enter wildcards in this field.
Enter, or click to select, a valid receivable variance account number. You cannot enter wildcards in this field. This is a required field.
Enter, or click to select, a valid receivable variance organization. You cannot enter wildcards in this field. This field initially defaults to the organization specified on the Default Accounts subtask of the Manage Cost Pools screen. If you delete this default and leave the field blank, the base organization is used.
If you are using reference number 1 for data entry, enter, or click to select, a valid receivable variance reference 1. You cannot enter wildcards in this field.
If you are using reference number 2 for data entry, enter, or click to select, a valid receivable variance reference 2. You cannot enter wildcards in this field.