Contents of the Compute Burden Costs Screen

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

Field	Description
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 on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on 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 on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Field

Description

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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Accounting Periods

The selected Fiscal Year, Period, and Subperiod must be open for the compute process to occur.

Field	Description
Option	Use this drop-down list to select the range of subperiods for computing burden cost. Valid options are: All One Range From Beginning To End
Start Fiscal Year, From Period	Enter the fiscal year and period or select one from the drop-down list.
Start Subpd	If you select All or From Beginning in the Option field, the Start Subpd field is inactive.
Ending Date	If you select a subperiod, this non-editable field displays the date of the selected subperiod.
End Subpd	If you select All, One, or To End from the Range Option field, the End Subpd field is inactive.
Ending Date	If you select a subperiod, this non-editable field displays the date of the selected subperiod.

Projects

Use this group box to select the projects for which you wish to compute burden costs.

Note: During your period end closing process, you must compute burden cost on all projects at least once.

Field	Description
Option	Use this drop-down list to select the range of projects to include. Valid options are: All One Range From Beginning To End
Start	Enter, or click to select, the starting project number 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 project number for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.
Compute Burden Cost	Click to start the burden process.

Include Only

Use this group box to limit burden computation to multi-job allocation or inter-company work order journals. If you do not select one of these check boxes, all journals are considered when you compute burden.

Field	Description
Multi-Job Allocation Journals	If you select this check box, the application processes only journals in the general ledger (GL_POST_SUM) where the journal code is MJE for the selected projects and subperiod. Only projects that have multi-jobs posted to them in the selected subperiod are updated. For example, if there are pool rate changes or burden cost ceiling rate changes, the application computes new composite rates only for projects that have multi-jobs posted to them.
Inter-Company Work Order Journals	If you select this check box, the application processes only journals in the general ledger (GL_POST_SUM) where the journal code is IWO for the selected projects and subperiod. Only projects that have intercompany work orders posted to them in the selected subperiod are updated. For example, if there are pool rate changes or burden cost ceiling rate changes, the application computes new composite rates only for projects that have intercompany work orders posted to them.
Only Projects with Alternate Revenue Profiles	If you select this check box, the application processes only projects that have alternate revenue profiles (that is, the project, its parent project, or any of its children is in the ALT_PROJ table). This check box is available only when the Alternate Revenue Calculations database option is selected on the Corporate Settings subtask of the Configure General Ledger Settings screen.
Billing Currency Projects	Select this check box to compute multicurrency costs and apply burden costs to the multicurrency amounts. If you select this check box, the application processes projects with a billing currency that is different from the functional currency. The computation depends on whether or not the Use Transactional Currency Billing check box in Manage Project Billing Information is selected for the project: If the Use Transactional Currency Billing check box is not selected, Costpoint pulls data from the GL_POST_SUM table, applies the exchange rate derived from the rate date specified on the screen, and then computes burden using actual/target rates applied to both the functional and transactional values. If the Use Transactional Currency Billing check box is selected, Costpoint determines if the billing currency is the same as the transactional currency and performs one of the following actions: If the billing and transactional currencies are the same, Costpoint pulls the GL_DETL.TRN_AMT values from GL_DETL. No conversion will be made since the amounts are already in the same currency and the exchange rate has already been applied. Then, it computes burden using actual/target rates to both functional and transactional amounts. If the billing and transactional currencies are different, Costpoint pulls the GL_DETL.AMT values from GL_DETL and applies the exchange rate from this screen before applying the burden rates to both functional and billing currency values. If the project's billing and functional currencies are the same, the billing currency amounts will be equal to the functional amounts. The Billing Currency Projects check box is displayed only if your Multicurrency license is on.
Rate Date	This field defaults to the subperiod ending date from Accounting Periods. If the range of accounting periods selected has a fiscal year/period combination with more than one subperiod, the rate that defaults is the subperiod end date of the last subperiod. You can change the date in this field. Enter, or click to select,the rate date that should be used to pull the correct exchange rate when applying the exchange rate to the costs included in the selection. This field is displayed only if your Multicurrency license is on. It is enabled and required once you select the Billing Currency Projects check box.

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