Defining Adjustments › Cost Recovery Panels › Cost Recovery Entry Panel

Cost Recovery Entry Panel

The Cost Recovery Entry panel is used to define the amount you want to recover for a resource, the effected period, and the accounting entities you want billed.

The panel below shows how to create a Cost Recovery definition called CPU-ADJUSTMENT for MBJ ORD types:

• For the third billing period
• With a recovery amount of 5000
• To be allocated to users of CPU-CHARGE
• For all Divisions, Departments, and Qualifiers

  USERID                    CA PMA Chargeback                 MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
    +-- CBCRECE -------------- Cost Recovery Entry ------------------------+
    |      Panel  Exit  Help                                               |
    | -------------------------------------------------------------------- |
    |  Type information. Then select an action.                            |
    |                                                                      |
    |  Version  . . . : PROD               ORD Type : MBJ                  |
    |  Recovery . . . : CPU-ADJUSTMENT                                     |
    |                                                                      |
    |  Charge Element . CPU-CHARGE______  Recovery Amt .        5000.00000 |
    |  Qualifier  . . . ________________                                   |
    |  Period Number  . 003                                                |
    |  Division . . . . ________________                                   |
    |  Department . . . ________________                                   |
    |                                                                      |
    |                                                                      |
    |                                                                      |
    |                                                                      |
    |   F5=Save   F6=Delete                                                |
    +----------------------------------------------------------------------+
 
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

Next is a description of the Cost Recovery Entry panel.

Access

The Cost Recovery Entry panel appears when one of these events occurs:

• When F2 (Create) is pressed on the Cost Recovery primary panel shown in Cost Recovery Entry Panel.
• You make a selection on the Cost Recovery List or Expanded List panel.

                         -----------------
                         | Expanded List |
                         |>Enter         |
  ----------------     ----------------- |
  | Cost Recovery|     | Cost Recovery | |
  |    Primary   |     |      List     |_|
  |>F2           |     |>Enter         |
  ----------------     -----------------
          |                    |
          ----------------------
                    |
                    v
            -----------------
            | Cost Recovery |
            |     Entry     |
            |     Panel     |
            -----------------
  

Input

The Cost Recovery Entry panel contains the following input fields:

Charge Element

The name of the charge element (up to 16 alphanumeric characters) whose result you want adjusted to ensure recovery of the amount specified in the Recovery Amt field.

Recovery Amt

The amount you want to recover. (0 is a valid entry.)

Qualifier

The name of a qualifier (up to 16 alphanumeric characters) you want to use in the selection of records.

Period Number

The period number from which the recovery amount should be captured. If this Cost Recovery pertains to all periods, enter a value of 0. This causes the recovery amount to be applied per period for all open periods.

The following entry fields are used to indicate the accounting levels from which you want to recover the amount specified:

This example uses the following accounting levels:

Division

Department

Actions

F5=Save

Saves the Cost Recovery entry.

F6=Delete

Deletes the Cost Recovery entry.