Overhead Calculation Using Fixed Percent with Sliding Scale Method

To calculate overhead amounts using the sliding scale method, the system:

1. Retrieves sliding scale ranges, percentage, basis, and minimum overhead chargeable amount from the Overhead Rules Detail - Methods table (F09J51).

2. Selects the eligible accounts from the Overhead Rules Detail - Methods table (F09J51) and ranges, and percent from the Overhead Sliding Scale Method Details table (F09J55).

3. Selects the general ledger transaction from F0911 table for the account or account range.

   When calculating overhead using the fixed percent and fixed percent with sliding scale methods, the system needs to determine which journal entries must be selected if an account group is used. First, the system determines all the accounts that will be included based on the inclusion rules, and then from this list of included accounts, the system removes the accounts specified in the exclusion rules.

   Note: Only records with posted code P, and ledger type AA are selected for calculation.

4. The general ledger transaction amounts are converted to joint venture company currency, if the currency is different, and then percentage is applied on the accumulated amount.

5. Applies the percentage based on the defined sliding scale ranges specified in the Sliding Scale (F09J55) table.

6. Compares the calculated amount (after the sliding scale ranges is applied) with the minimum overhead chargeable amount. If the calculated amount is less than the minimum overhead chargeable amount, the minimum amount is written as the calculated overhead amount to the Overhead Calculation table (F09J100).

   If the minimum amount is not available, the system writes the calculated amount as overhead amount in the Overhead Calculation table.