Creating an Overhead Rule Assignments Record

To create an overhead rule assignment record:

  1. From the Joint Venture Management module (G09J), click Joint Venture Setup, and then Overhead Rule Assignments.

  2. On the Work with Overhead Rule Assignments form, click Add.

  3. On the Enter Overhead Rule Assignments form, complete one or more of these fields:

    • Business Unit

    • Joint Venture Parent Business Unit

    • Joint Venture

    • Company

    You must enter a value in at least one of these fields to create a valid overhead rule assignment.

    Note: When you add a business unit, note that the system displays the name of the joint venture parent business unit, joint venture and company associated with the business unit.
  4. Enter the required Overhead Rule field.

    This field represents the name of an overhead rule that the system uses to calculate overhead.

  5. To mark the overhead rule as inactive, select the Overhead Rule Inactive option.

    An option that indicates whether the overhead rule is active.

    Note:

    If you mark a rule as inactive, the system will not use this specific rule for calculating overhead at this level.

    If you change a rule from the status inactive to the status as active, then the system will use that specific overhead rule for calculation when you run the Overhead Calculation program (R09J408).

  6. To create an additional rule, click in the next blank line in the detail area of the form, and complete the steps listed above.

  7. When you have finished assigning your rules, click OK to save your changes, and then click the Cancel button to exit the form.