Costpoint Online Help

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Contents of the Print Service Center Setup Report Screen

Use the fields and options to configure the Print Service Center Setup Report screen.

Service Center 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

Use the fields in this block to select the allocation group and fiscal year you would like to print on the report.

Allocation Group

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the allocation group number of the service center (or service centers) to print 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

Enter, or click to select, to select the fiscal year whose service center setup is printed on the report. You can select any fiscal year.

Service Center

Use the fields in this group box to limit which service centers are printed on the report.

Field Description
Option

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

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

This drop-down list is enabled whenever you select One, To End, or a Range of service centers. Select the starting service center number in the range.

Note: If you are selecting a range of service centers and you are printing the base accounts report, all of the service centers in the range must have the same Calculation of Base Method (either Automatic or Manual).
End

This drop-down list is enabled whenever you select From Beginning or a Range of service centers. Select the ending service center number in the range.

Options

Show

For each option in this group box, one report is generated (one report for cost accounts and one for base accounts).

Field Description
Cost Accounts

Select this option to print the report showing the account/organization combinations that were set up as the cost portion of the service center(s) selected.

Base Accounts

Select this option to print the report showing the account/organization combinations that were set up as the base and/or allocation portion of the service center(s) selected.

Note: If you want to print units and amounts for a manual service center that has been entered on the Manage Allocation Journals screen AND the account/org/project combinations for which they were entered, use the Print Allocation Journal Edit Report screen.