CONFIGURE TRANSFER LOCATIONS

Use this screen to establish transfer locations for both the sending and receiving databases. If you are transferring IWO data from one database to another, the location codes must be identical in each database. You can set up the Home Location (the beginning database) in the Inter-Company Work Orders group box on the Configure Project Settings screen. You also designate the Last IWO Number used on the Project Settings screen. Costpoint uses these two fields to mark and identify entries created and transferred out of this database during the transfer process.

If you select the check box in the Active field for a location, it is not available for selection on the Project Settings screen. You cannot transfer allocations to inactive locations.

Use this screen as the first step in creating an IWO transaction. The location codes established here are available for on the Manage IWO Projects screen. You can transfer each IWO project to only one receiving project and location.

After the IWO process has taken place, you must recompute burden in the receiving database to move the IWO project costs from the General Ledger to the Project Ledger.

Location

Location

Click and enter a new alphanumeric code.

Location Name

Enter an alphanumeric code that describes the location code.

Active

Select this check box to indicate that the location is active. Leave the check box blank to indicate that the location is not active.

You cannot link inactive locations to projects.

Currency Code

Enter, or click to select, the functional currency of the location.

External Database

Select this check box to identify this location as an external database. If this location is for a database that is not the database which generates the IWO transfer, it is an external database. If the location is the same database from which the IWO transfer is generated, it is an internal database. 

Technical Information

This screen uses the IWO_LOCATIONS table (populated by Manage IWO Allocations screen).