Costpoint Online Help

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Contents of the Print Cost Pool Setup Report Screen

Use the fields and options to configure the Print Cost Pool Setup Report screen.

Cost Pool Setup Report

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

Allocation Group

Field Description
Option

This field always displays One.

Start

Use this drop-down list to select the allocation group number of the pool (or pools) that is printed on the report. Allocation Group 1 is the primary allocation group number; however, you can select any allocation group.

Fiscal Year

Field Description
Option

This field always displays One.

Start

Use this non-editable drop-down list to select the fiscal year whose pool setup is printed on the report. You can select any fiscal year.

Pool

Field Description
Option

Use this drop-down list to select a range of pool numbers. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the beginning pool number to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending pool number to include in the report. If you select All or To End in the Option field, this field is inactive.

Sort By

Field Description
2nd Sort

Use this drop-down list to select a secondary sort by account or organization. Valid options are:

  • Account: Select this option to perform a secondary sort by account.
  • Organization: Select this option to perform a secondary sort by organization.

Options

Show

Field Description
Cost Accounts

Select this option to print the report showing the account/organization combinations that are set up as the cost portion of the pool (or pools) selected.

Base Accounts

Select this option to print the report showing the account/organization combinations that are set up as the base and allocation portion of the pool (or pools) selected.

Reference Numbers

Select this check box to include reference numbers on the report(s) selected in this group box for cost accounts and base accounts. Example: If you select the Cost Accounts option and the Reference Numbers check box, the reference numbers that are assigned to each cost account for the pool (or pools) selected are shown on the report.

Variance Accounts

Select this check box to include the cost and receivable variance accounts that are assigned to each base account on the base accounts report for the pool (or pools) selected.