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Defining Charges › Defining Split Resources › Split Charges Entry Panel

Split Charges Entry Panel

The Split Charges Entry panel is used to define how you want to split the cost of resources among your accounting entities. When you create a split charge definition, the Original, New and Percent columns are blank. A split charge always requires at least 2 entry panels for definition as shown in Example 1 in Example 1: Splitting a Resource Charge Between Two Accounting Levels in example 2 in Example 2: Splitting a Resource Charge Among Four Accounting Levels.

The panel below shows how to create a Split Charge, named PAYROLL. After you enter original information, press F5 to save the data. Examples 1 and 2 show you how to continue the split charge definition.

  USERID                    CA PMA Chargeback                 MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
         +-- CBCSPLE --------- Split Charges Entry --------------------+
         |       Panel   Exit   Help                                   |
         | ----------------------------------------------------------- |
         |  Type Original information. Then select an action.          |
         |                                                             |
         |  Version . . . : PROD                                       |
         |  Ord Type  . . : MBJ                                        |
         |  Split Charge  : PAYROLL              Percent Used:   0.00% |
         |                                                             |
         |                   Original         New              Percent |
         |                                                             |
         |  Division . . . . DEVELOPMENT      ________________ _______ |
         |  Department . . . EAST COAST       ________________         |
         |  Section  . . . . ACCOUNTING       ________________         |
         |  Group-id . . . . QA               ________________         |
         |  Team . . . . . . CHARGEBACK       ________________         |
         |                                                             |
         |   F5=Save   F6=Delete   F7=Prev   F8=Next   F11=Insert      |
         +-------------------------------------------------------------+
 
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

Next is a description of the Split Charges Entry panel.

Access

The Split Charges Entry panel appears when one of these events occurs:

Input

The Split Charges entry panel contains the following entry fields:

Percent Used

Upon initial entry to this panel, the value displayed is 0. After the first new structure is defined, the defined percentage is reflected in this field. Note that the panel instruction line changes from original to new. Continue entering new information until Percent Used equals 100%.

Note: Percent Used must equal 100.00% Any attempt to save this panel when Percent Used does not equal 100% will fail.

The following entry fields are used to indicate the accounting levels you want the debits and credits applied to:

Note: Only defined accounting levels are displayed.

Original

Lists the original accounting entities to which the resource is attributed.

New

Use this column to list the names of the accounting entities you want the charges split to.

Note: You also have the option of typing the word PRESERVE in this column. PRESERVE allows you to retain the original entity without having to retype the entity name.

Percent

The percentage amount of the charge you want attributed to the new entity.

Actions

F5=Save

Lets you save the information on the panel.

F6=Delete

Deletes the Split Charge definition. This key is only valid after an entry has been entered completely.

F7=Previous

Takes you to any previous Split Charge Entry panels used to define the split. (Active in update mode only.)

F8=Next

Takes you to the next panel where you can continue to define or view the split charge. You can use as many panels as necessary to define the split. However, the combined percentages of the split must equal 100%. (Active in update mode only.)

F11=Insert

Only valid when you are in update mode and percent does not equal 100%.

Note: Update mode is active only after first defining a split charge completely (Percent Used=100.00). Once defined, split charges may be updated by overtyping the percent fields. F5 to save updated data may cause Percent Used to be less than 100%. By pressing the F11 key, the New information area will be cleared, allowing you to 'insert' new split information (to set Percent Used back to 100%).