BUILD RATE APPLICATION TABLE

Use this screen to control the process that builds the Rate Application table. Costpoint creates the Rate Application table from the information entered on the Manage Cost Pools screen; the table is used to allocate indirect costs to projects. It contains all base accounts and the pool (or pools) to which they are related. Select the Rebuild of Rate Application Table Required check box on the Manage Allocation Groups screen each month before your period end processing to evaluate whether you need to run this screen.

Build the Rate Application table after the initializing the Cost Pools data and before running the Compute Burden Costs screen. Additionally, you must also run this screen any time one of the following conditions occurs:

If any one of the conditions occurs, the Rebuild of Rate Application Table Required check box on the Manage Allocation Groups screen is selected, and you cannot run the Compute Burden Costs program until you run this screen (Build Rate Application Table).

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

Allocation Group

Option

Start

This non-editable field displays only the allocation group number 1. Group 1 is the primary allocation group because all the pools in that group allocate to projects. The adjacent field displays the description of allocation group 1.

Fiscal Year

Option

Start

Enter, or click

to select, a fiscal years. Set up fiscal years in Costpoint General Ledger. You can choose any fiscal year, including years that have been closed. This is a required field.

Pools

Sequence Number

This non-editable column displays all of the sequence numbers that were set up for the pools in allocation group 1.

Pool Number

This non-editable column displays all of the pool numbers, in sequence number order, that were set up for allocation group 1.

Pool Description

This non-editable column displays the description for each of the pools in the Pool Number field.

Process

Click

to build the Rate Application table. When the process is complete, the Rebuild of Rate Application Table Required check box on the Manage Allocation Groups screen is cleared, and you can then apply pool rates to projects.