Use this screen to set up the base portion of your cost pools.

In addition, you can use this screen with the Manage Cost Creation Setups screen and the Create Pool Links screen to quickly establish or add to your cost pools. To use this screen, you must start by using to select a valid cost pool. You must have already established and saved the cost pool on the Manage Cost Pools screen. Only the actual Manage Cost Pools screen and the default allocation credit account and organization (from the Default Accounts subtask) are required to save the screen before you proceed to Manage Base Creation Setups. This is the most efficient way to set up cost pools. 

The wildcard feature is available for the Base Account and Base Organization fields to help you quickly set up the account/organization combinations that form the base (denominator) portion of your cost pools. Instead of using the wildcard feature, you also can enter individual base account/organization combinations in this screen, which is helpful if some of your combinations are not easily set up using wildcards. As an alternative, you can establish your bases by selecting them on the Manage Cost Pools screen, using the Pool Base subtask. You also can enter the accounts, organizations, and reference numbers of the allocations, cost variances, and receivable variances in this screen; however; all fields other than the Base Account and Base Organization fields must be filled in using validated entries or .

You can add only new account/organization combinations in this screen; to modify or delete existing combinations, use the Pool Base subtask of the Manage Cost Pools screen. If you want to delete account/organization combinations from the base of a pool that has already been posted, please contact General Support for assistance. 

After completing this screen and, optionally, the Manage Cost Creation Setups screen, you can establish the links for the accounts and organizations selected on the Create Pool Links screen. After you have run the Create Pool Links screen, you can review and fine-tune the combinations, if necessary, on the Pool Base subtask of the Manage Cost Pools screen.

Use this screen when initializing a cost pool or service center (if the service center has an automatic base calculation). After you initialize base accounts, allocations, and variances, use this screen only to add additional combinations. Review this screen and run the Create Pool Links process each month to accommodate modifications and additions to the account/organization structure.