Setting Up the Create Re-burdening Transactions Program

Access the Process Re-burdening Transactions form.

Adjustment From Date and Adjustment Thru Date (adjustment through date)

Enter a range of dates for the system to use to select transactions for processing. In addition to the range of dates that you specify, the system also uses the setting for the Burden Effective Date Basis option in the Service Billing Constants program (P48091), which can be either G/L date or Service/Tax date. For example, if you selected Service/Tax Date, the system includes for processing all prior burdening records with a service/tax date that is later than the date in the Adjustment From Date field and before the date in the Adjustment Thru Date field.

Note: The system also uses the date that you specify in the Adjustment Thru Date field to populate the Service/Tax Date field for the reburdened transactions in the F52G11 table.

G/L Date (general ledger date)

Specify a G/L date to assign to the reburdening transactions.

Tolerance Limit

Enter a number that indicates the minimum amount for which the system creates reburdening transactions. For example, if you enter 1.00, the system does not create any reburdening transactions for amounts that are less than 1.00 USD.

Document Type

Specify a document type to assign to the reburdening transactions. Typically, you enter a document type that is not used by any other transactions.

Print Detail Report

Select to print a detail report in addition to the summary report for reburdening.

Cost Amt (cost amount), Alternate Cost Amt (alternate cost amount), Invoice Amt (invoice amount), and Revenue Amt (revenue amount)

Select the check boxes that correspond to the amounts that you want the system to reburden.

Create Re-burdening Version (R52G31)

Specify a version of the Create Re-burdening Transactions program. If you leave this field blank, the system uses version XJDE0001.

Pool ID/Burden Category Version (R52G32)

Specify a version of the Pool ID/Burden Category Select program. If you leave this field blank, the system does not run the program.

Pool Grouping Source

Select the source for the pool grouping code. The system enables this field only when you enter a version in the Pool ID/Burden Category Version (R52G32) field.