Costpoint Online Help

Using the Help Search
Using the Help Search
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Process Organization Changes

This toolkit uses a two-step process to create journal entries when the owning organization of a project has been modified.

You can modify the owning organization on the Basic Info tab of the Manage Project User Flow. The created journal entry transfers revenue and billing balances from the old owning organization to the new owning organization on a year-to-date basis. Balances for billed, unbilled, work in process, liquidated, and unliquidated balances are moved on an inception-to-date basis. This process also updates the A/R history for the changing projects. This toolkit is required for those projects that have changed their owning organization and have revenue, billing, and/or cost of goods sold.

Execute this toolkit after changing the owning organization, but before calculating revenue, billings, or Cost of Goods Sold (COGS). You must run this process twice; the first run creates the journal entry; the second, after posting the journal entry, updates the A/R History.

Note: You must post all cash receipts before you run the Update A/R History portion of this process.

If you have already computed revenue in the period of the organization change prior to processing the organization change (or in any future periods), you must re-run Compute Revenue for that period and any subsequent periods, in order, so that revenue in the project ledger reflects the correct amounts and owning organization for those periods.