Burden pools (AC/BR/GM)
Burden pools are sets of transactions that are the basis for burden calculations. Burden pools are literally created during Activity Posting (AC190) based on eligibility parameters called burden pool drivers. In addition to defining burden pool drivers, you will define burden rates by burden pool.
You can have up to 999 different burden pools per burden code. The burden pool number is a three-digit numerical value that is used with a burden code to identify specific burden pool drivers and burden rates for the burden pool. Each set of burden pool drivers or burden rates that you define is identified by burden code and pool number. This lets you define multiple pool drivers for a burden code or define multiple pool rates for a burden code.
Burden pool drivers
Burden pool drivers further identify the components in source transactions that drive each transaction's eligibility for burdens. The burden pool driver values represent the exact criteria that a transaction must meet before a burden is calculated and a burden transaction is created.
For example, you have a burden code with a driver type of Employee. Burden pool drivers let you specify the specific employee or employees that make a transaction eligible for a specific burden calculation. This allows you to identify the applicable employees such as employees in a specific group or department.
Example
Moose Wood Outfitters defined their burden code (GA01) and assigned a driver type of Account Category because they know they want to calculate burdens based on the account category in the transaction. Specifically, they want the 5% burden to apply only to transactions associated with the Materials or Equipment account category. They do not want to calculate a burden for Labor transactions because they do not incur the same type of procurement expenses for labor.
They use the pool driver values to specify the account category selection criteria for the burden pool. They created an account category group (MAT/EQUIP) that includes the Materials and Equipment account categories. They used the account category group to define the pool driver values as shown in this illustration:
Burden pool rate
Burden pool rates are percentages you identify for a given burden code and burden pool. During burden calculation, the amount in the source transaction is multiplied by this percentage to determine the amount of the burden transaction.
Example
By defining the GA01 burden code, assigning it to all activities and account categories for the New Store activity group, and defining pool driver values that point out the specific account categories that are valid, Moose Wood has provided all of the information the system needs to select transactions that are eligible for burdens. Now they must identify the rate to use when calculating the burden transaction. This diagram shows the values they selected when defining the burden pool rate.
