The Pool/Base Offset Requirement (PBOREQ) reference page allows the
optional definition of which offset Chart of Account fields are required
when completing records on the Pool/Base Distribution.
Cost Allocation Step Setup –
This related page link transitions you to the Cost
Allocation Step Setup reference page, which allows you to
update or review information for the parent Step ID of the selected
pool or base.
Pool Base Distribution – This
related page link transitions you to the Pool/Base
Distribution reference page, which allows you to add, update
or review information for the selected pool or base.
Fields already defined on an earlier reference
page have been omitted.
Field Name
Description
Pool/Base Indicator
Each
set of requirements is defined to an ID that is then set on
the Pool/Base Setup to control what chart of accounts must
be completed, cannot be completed, and can be completed on
the Pool/Base Distribution page.
At least one pool is required before
a base record can be defined for a step; otherwise, there
is no source for an allocation. Multiple pools and bases can
be defined for any step, each pool and base being uniquely
identified by a system-generated pool/base sequence number.
Offset Name
Each
offset ID should have a name for clarity as to the reason
for the offset rules and possibly what allocation(s) use them.
Various COA
Elements
Each
contains the three values common to data entry control: Optional, Prohibited, and Required.
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