CREATE MULTI-JOB ALLOCATION ENTRIES

Use this screen to compute the Multi-Job Allocation journal entry, which allocates the costs of a project, or projects, to other projects. This enables you to use a project for cost accumulation and then allocate it similarly to a service center. You must set up the allocation on the Manage Multi-Job Allocation Information screen before you execute this screen. You may also have to complete the Manage Multi-Job Allocation Cost History screen and the Manage Multi-Job Allocation Labor History screen. Please refer to the documentation on these screens for additional instructions.

When completed, this process generates a separate multi-job allocation journal entry for each allocation code. You can then modify and post these entries in the usual way. Note that if you modify an allocation entry before posting, you must also make the modification on the Manage Multi-Job Allocation Cost History screen to ensure this table is correct for subsequent calculations.

Compute multi-job allocation entries after entering and posting all the costs for the projects you want to allocate. Compute burden, even if you are allocating indirect costs, to ensure that the project tables are updated. After computing and posting this journal entry, compute burden for the receiving projects to ensure the allocated amounts are included in the revenue process.

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

Project Allocation Code

Use this group box to limit the project allocation codes used in the Compute Multi-job process.

Option

Start

Enter, or click

to select, the starting allocation code for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click

to select, the ending allocation code for the range you want to include. 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 periods to include in the Compute Multi-job process.

Option

Fiscal Year

Enter, or click

to select, a valid ending fiscal year for the Multi-Job Allocation entry.

Period

Enter, or click

to select, a valid ending period for the Multi-Job Allocation entry.

Subperiod

Enter, or click

to select, a valid ending subperiod for the Multi-Job Allocation entry.

Compute the Allocation

Click

to compute the multi-job allocation. When the process has successfully completed, the application informs you that the multi-job allocation journal entry number was created.