Overhead Distribution Entry Panel

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Overhead Distribution Entry Panel

The Overhead Distribution Entry panel is used to specify a definition for overhead recovery for a resource, for a specific period, as well as the accounting levels among which you want this overhead distributed.

The panel below shows how to create an Overhead Distribution definition called JES-OVERHEAD that is applied to MBJ ORD type records:

For the CPU-CHARGE charge element
With an Ovhd ORD Type of JES
For the Ovhd Element: JES-OVHD-CHARGE
For the third billing period
Overhead distribution is across all Division and Department entities using the CPU-CHARGE resource

The following panel is actually the rule that governs the Overhead Distribution charge. The Ovhd ORD Type and Ovhd Element tell CA PMA Chargeback where (or who) the charge is coming from. The other entry fields tell CA PMA Chargeback where (or to which entities) the charge is to be distributed. Overhead Distribution prorates each level's charge(s). When overhead distribution is performed via CAKRSUM, new records are created: one record for each entity contributing to the original charge in a ratio that is proportional to its usage. The original record is retained with an adjusted charge of 0.

Note: Period Number is used as a criterion of the rule, but is not used in record selection.

  USERID                   CA PMA Chargeback                  MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
    +-- CBCOVHE ---------- Overhead Distribution Entry --------------------+
    |      Panel  Exit  Help                                               |
    | -------------------------------------------------------------------- |
    |  Type information. Then select an action.                            |
    |                                                                      |
    |  Version  . . . : PROD                Target ORD : MBJ               |
    |  Overhead . . . : JES-OVERHEAD                                       |
    |                                                                      |
    |  Charge Element . CPU-CHARGE______  Ovhd ORD Type  JES               |
    |  Qualifier  . . . ________________  Ovhd Element . JES-OVHD-CHARGE_  |
    |  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 Overhead Distribution Entry panel.

Access

The Overhead Distribution Entry panel appears when one of these events occurs:

When F2 is pressed on the Overhead Distribution Primary panel shown in Overhead Distribution Primary Panel.

You make a selection on the Overhead Distribution List or Expanded List panel.

                       -----------------
                       | Expanded List |
                       |>Enter         |
----------------     ----------------- |
| Ovrhd Distrib|     | Ovrhd Distrib | |
|    Primary   |     |      List     |_|
|>F2           |     |>Enter         |
----------------     -----------------
        |                    |
        ----------------------
                  |
                  v
          -----------------
          | Ovrhd Distrib |
          |     Entry     |
          |     Panel     |
          -----------------

Input

The following Overhead Distribution Entry panel fields are available for input:

Charge Element: The name of the charge element (up to 16 alphanumeric characters) whose result you want adjusted to reflect the overheard distribution.
Ovhd ORD Type: The three-character name of the Ovhd ORD Type. It indicates where the overhead is coming from.
Qualifier: The name of a qualifier (up to 16 alphanumeric characters) you want to use in record selection. You can also specify DEFAULT which causes the default rate to be applied.
Ovhd Element: The name (up to 16 alphanumeric characters) of the charge element from which the overhead is coming.
Period Number: The period number for which the overhead should be calculated and distributed. (Not used in record selection) If the overhead is to be applied to all periods, specify 0 as the Period Number.

The following entry fields are used to indicate the accounting levels to which the overhead is distributed. This example uses the following accounting levels:

Note: When distributing overhead globally among the levels using the resource, these fields are left blank.

Division: Enter the name of a defined accounting level to which you want overhead charges distributed.
Department: Enter the name of a defined accounting level to which you want overhead charges distributed.

Actions

F5=Save: Lets you save the Overhead entry.
F6=Delete: Lets you delete the Overhead entry.