Pool/Base Setup

The Pool/Base Setup (PLBS) reference page starts the definition of each pool and base in an allocation.

Cost Allocation Step Setup – This related page link transitions you to the Cost Allocation Step Setup reference page 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 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 Sequence Number	A system-generated number for record identification purposes and is required when completing the definition of a pool or base on the Pool/Base Distribution page.
Pool Base Indicator	The indication if a record is Pool or Base. The choice will control other data entry and allocation processing.
Allocation Percent	A percentage is required when the Base Type is Fixed Percentage. The field must be left blank for base records where Base Type anything other than Fixed Percentage. The field will be updated for base records of all other base types during processing. Pool records will default to 100% if left blank. For base records, negative are allowed and values greater than 100% are also allowed.
Forward Reference Step Number	For those base records that feed into a later step in the allocation as a pool, this field points to step of that pool.
Description	An optional description for a record that is recommended to describe what or who is represented as a pool or base.
Statistical Group Statistical Record ID Statistical Unit	When performing a Statistical allocation the Group and Record ID fields will tie to a record on the Statistical Unit page in order to provide a Statistical Unit value for a calculation of the Allocation Percent.
Override Original Distribution with Offset Values	An indication that when true indicates if the Pool Accounting distribution should be overwritten with the Offset Accounting distribution during the generation of Cost Allocation transactions. Changing what is recorded for the pool enables the retention of the original pool amount, which is then offset by a different distribution.
Offset ID	An optional specification of an ID that ties to a Pool/Base Offset Requirement record to enforce data entry rules when defining Pool/Base Distribution records.