Burdening Rules

Select the Burdening Rules tab.

Burdening Used

Select if you want to process burdening and reburdening. You create burdening transactions by running the Create Burdening Transactions program (R52G11) and you create reburdening transactions using the Process Reburdening Transactions program (P52G30).

See "Processing Burdening" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

See "Processing Reburdening" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

Segment Source

Select an option to identify the source of the pool grouping code. The pool grouping code can be derived from the Category Code 12 field from either the home business unit of the employee or from the job. The system uses the pool grouping code and effective date of the transaction during workfile generation to select the segment from the Pool Grouping Codes table (F48S84).

If you select Job, the system uses the pool grouping code for the transaction from the Job Pool Grouping Code field (JPGC) in the Account Ledger table (F0911). If you select Employee, the system uses the pool grouping code for labor transactions from the Employee Pool Grouping Code field in the F0911 table. However, even if you select Employee, the system retrieves the pool grouping code for non-labor transactions from the Job Pool Grouping Code field.

Burden Effective Date Basis

Select an option to specify whether the system uses the general ledger date or the service and tax date from a source (cost) transaction as the basis for comparison with the effective dates for the burdening tables.

Note: Contract and Service Billing uses tables such as the Segment Definition table (F48S80) and the Burden Base Rules table (F48S82) during the burdening process. A range of dates specifies when the table information is valid.

Burden Rate Types

For each burden amount, specify the rate type that the system should use when calculating burdening. Burden rate type codes are stored in UDC table 48S/RT. Examples are:

PR: Provisional

TA: Target

Typically, target rates are rates that have not been approved and provisional rates are rates that have been approved.

Cost

Specify the rate type to use when calculating burdening for the cost amount (AA).

Alternate Cost

Specify the rate type to use when calculating burdening for the alternate cost amount (AA3).

Invoice

Specify the rate type to use when calculating burdening for the invoice amount (ITOL).

Revenue

Specify the rate type to use when calculating burdening for the revenue amount (BTOL).