Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage PY Non-Project Comparative Balances

Use this screen to enter non-project period balances for prior fiscal years into the General Ledger Posting Summary table (GL_POST_SUM) and the Financial Statement Summary table (FS_SUM).

Each entry is for an account, organization, and period number. You can only enter one balance for an account/organization/period combination. If you post to a period using a Costpoint application, you can no longer enter or change information for that period in this screen. Costpoint uses the period balances to provide comparison columns on reports, or for add-on products.

Use this screen only for non-project balances. Use the Manage Prior Year Project Comparative Balances screen to enter project-related data.

When you save your work on this screen, your entries replace any previously saved entries for the same account/organization/period. Costpoint creates an entry in the GL_POST_SUM table with a source journal code of CGB for the account/organization/period. That entry replaces any previous CGB entry for the same account/organization/period.

Note: You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.