APPLY INDIRECT COSTS TO SUMMARIZED PROJECT LEDGER

Use this screen with the Summarize Project Ledger toolkit. The Summarize Project Ledger process summarizes the rows in PROJ_SUM and PROJ_BURD_SUM and then deletes the rows no longer needed. Use this screen to compute burden on the periods that contain the summarized rows. You cannot use the normal compute burden process on these periods because it results in incorrect data by overwriting the costs. You cannot run this screen for if your company uses the Current Period Rates burden application method. In addition, there must not be any rows in the PROJ_SUM table, for the project range specified, which precede the subperiod specified.

This screen uses the general ledger (GL_POST_SUM) as the source for the costs on which burden is being applied. If the costs are not found in the general ledger for the periods selected, the toolkit uses the project ledger (PROJ_SUM).

Location

Identification

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 are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

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 in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in 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 in 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 this group box to select the range of projects to which you would like to apply indirect costs.

Option

Enter, or use the drop-down list to select, the range of projects you want to burden. Valid options are:

Start

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

End

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

Accounting Period

Use this group box to select the subperiod containing the summarized rows that you want to burden. Note that the period containing the subperiod selected must be in a Closed status.

Option

This field always displays One.

Fiscal Year

Enter, or use the drop-down list to select, the fiscal year containing the subperiod that you want to burden.

Period

Enter, or use the drop-down list to select, the period containing the subperiod that you want to burden.

Subpd

Enter, or use the drop-down list to select, the subperiod that you want to burden.

End Date

This non-editable field displays the subperiod end date.

Apply Indirect Cost

Click to start the process.