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Contents of the Compute Burden Costs Screen

Use the fields and options to configure 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.

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.