Costpoint Online Help

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Contents of the Create Cost Transfer Journal Entries Screen

Use these fields and options to configure the Create Cost Transfer Journal Entries 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 Period

Use this group box to select the period for which the journal entry is created.

Field Description
Option

This field always displays One.

Fiscal Year

Use this drop-down list to select a valid fiscal year for which you are creating the cost transfer journal entry.

Period

Use this drop-down list to select a valid period for which you are creating the cost transfer journal entry.

Subpd

Use this drop-down list to select a valid subperiod for which you are creating the cost transfer journal entry.

Ending Date

This non-editable field displays the subperiod ending date.

Options

Select Rate Type

Field Description
Rate Type

Use this drop-down list to select the rate type that is used to calculate the indirect cost that is reclassified. These rates are taken from the Pool Rates subtask of the Manage Cost Pools screen. Valid Options are:

  • Actual: Select this option to calculate indirect costs at actual rates. If you select Actual, make sure that you have calculated rates for the Period entered. 
  • Target: Select this option to calculate indirect costs at target rates. If you select Target, make sure that you have entered the rates for the Period entered. 
Create Cost Transfer JE

Click to create the cost transfer journal entry based on the parameters you have specified. When the process finishes, Costpoint displays a message indicating the number of the journal entry created. You can then modify and post the journal entry in the normal manner.