Pool/Base Offset Requirement
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.
Field InformationField Information
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. |
