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Indirect Rate Computation

After you have completed all of the steps, Costpoint has all of the information required to accurately compute indirect rates.

Rate Computation Process

This example uses YTD application; PTD works the same way.

The first pool number in the first sequence number in the allocation group specified is processed. If that pool is NOT a service center, the following calculation takes place.

  1. Costpoint summarizes YTD posted amounts from the General Ledger (FS_SUM table) and the unposted amounts from the Allocation Journal (ALLOC_BASIS_JNL table) for all account/organization combinations that were set up on the Pool Cost subtask of the Manage Cost Pools screen. This is the YTD Pool Cost.
  2. Costpoint summarizes YTD posted amounts from the General Ledger (FS_SUM table) and the unposted amounts from the Allocation Journal (ALLOC_BASIS_JNL table) for all account/organization combinations that were set up on the Pool Base subtask of the Manage Cost Pools screen as the Pool Base. This is the YTD Pool Base.
  3. To obtain the YTD Rate, Costpoint divides the YTD Pool Cost by the YTD Pool Base.
  4. Costpoint multiplies the YTD Rate by each separate base account/organization combination, giving the YTD Allocation Amount for that base account/organization combination. The Allocation Journal is updated with this amount for each allocation account/organization combination.
  5. To calculate the Amount to Post, Costpoint summarizes the YTD posted amounts from the General Ledger (FS_SUM table) for each Allocation Account/Organization combination on the Allocation Journal. This is the Allocation Amount that was previously posted YTD.
  6. To obtain the current posting amount, Costpoint subtracts the allocation amount previously posted YTD (calculated in Step 5) from the new YTD allocation amount (calculated in Step 4). The Allocation Journal is updated with this amount.
  7. The process (Steps 1 through 4) is computed against current period costs/base to derive current period Rate and Allocation Amount.
  8. Costpoint updates the Pool Rate Table with both the Current Period and YTD Rates.
  9. Costpoint updates the Statement of Indirect (POOL_SIE_SUPPT table) with all appropriate amounts and rates.