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Contents of the Calculate ACRN Bills Screen

Use the fields and options to configure the Calculate ACRN Bills 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.

Selection Ranges

Use this block to limit the ACRN bills that are calculated.

Projects

Field Description
Option

Use this drop-down list to select the range of projects to be included in the process. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the starting project to be included in the process. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project to be included in the process. If you select All, One, or To End in the Option field, this field is inactive.

Bill Groups

Field Description
Option

Use this drop-down list to select the range of billing groups to be included in the process. This option is available only if the Assign Bills to User Groups check box is selected on the Configure Billing Settings screen. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the starting billing group to be included in the process. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending billing group to be included in the process. If you select All, One, or To End in the Option field, this field is inactive.

Hints

Use the following information when calculating ACRN bills:

  • If you calculated your standard bill and your ACRN bill but forgot to add a new ACRN funding modification, you can add the new ACRN funding amount on the Manage ACRN Bills screen, save the record, and calculate the ACRN bill again. You can compute an ACRN bill multiple times as long as the bill exists on the Manage Standard Bills screen.
  • In order to calculate ACRN allocation amounts, a standard bill must exist on the Manage Standard Bills screen. If you did not calculate an ACRN bill before posting the standard bill, the standard bill can be reversed using the Reverse Previous Bills screen and subsequently posted via the Post Standard Bills screen. Then the standard bill can be re-calculated for the same given time frame, making any necessary edits followed by calculating the ACRN bill. Exercise caution when using the Reverse Previous Bills screen. If you are unfamiliar with the Reverse Previous Bills functionality, contact Costpoint General Phone support for questions or assistance.
  • If a standard bill must be reversed and ACRN allocation amounts were associated with the standard bill, follow the steps detailed in the "Reverse ACRN Allocation Amounts" procedure.

Examples of Calculations

Refer to the topics below to see examples of ACRN billing calculations.

Note: When you select Earliest Expiring Funds as the calculation method on the Manage ACRN Bills screen, FIFO is used to determine the order in which the ACRNs should be depleted.

Billing Requirement Includes Mapping, Use Project Mapping check box is selected

  • Billing Requirement Includes Mapping and PROJ_MAP_FL is Y - FIFO
  • Billing Requirement Includes Mapping and PROJ_MAP_FL is Y - LIFO
  • Billing Requirement Includes Mapping and PROJ_MAP_FL is Y - Proration

Billing Requirement Includes Mapping, Use Project Mapping check box is not selected

  • Billing Requirement Includes Mapping and PROJ_MAP_FL is N - FIFO
  • Billing Requirement Includes Mapping and PROJ_MAP_FL is N - LIFO
  • Billing Requirement Includes Mapping and PROJ_MAP_FL is N - Proration

Billing Requirement Does Not Include Mapping, ACRN Only

  • Billing Requirement Without Mapping for ACRN Only - FIFO
  • Billing Requirement Without Mapping for ACRN Only - LIFO
  • Billing Requirement Without Mapping for ACRN Only - Proration

Billing Requirement Does Not Include Mapping, ACRN/Line Item

  • Billing Requirement Without Mapping for ACRN Line Item - FIFO
  • Billing Requirement Without Mapping for ACRN Line Item - LIFO
  • Billing Requirement Without Mapping for ACRN Line Item - Proration