Recalculating Burdens After a Structure Change

Burden transactions are calculated during Activity Posting (AC190). If the burden structure changes retroactively, you can use this procedure to recalculate burdens.

To recalculate burdens after a structure change

  1. Access Burden Recalculation Based on Total Cost (AC197).
  2. On the Activity tab, identify the activities for which you want to recalculate burden transactions. Use the following guidelines to enter field values:
    Activity Group List, Activity Group, Activities, or List

    Select the activities for which you want to recalculate burden transactions by selecting one of the following in the appropriate field:

    • an activity group list

    • an activity group

    • up to six activities

    • an activity list

    Update

    Select Yes to update the burden recalculations. Select No to run the burden recalculation in report only mode.

  3. Use the Other Options tab to identify rules for recalculating burdens. Use the following guidelines to enter field values:
    Posting Date

    Type the date you want to use for the burden recalculation transaction posting.

    Transaction Date

    Type the date you want to use for the burden recalculation transactions.

    Period, Year Range

    Type a range of periods and years for which you want to recalculate burdens. Burden transactions with transaction dates that fall within this range are eligible for recalculation.

    System Code

    Select the system code for burdens to be recalculated. System code is a two-character code representing an application used within the Lawson system (e.g. GL=General Ledger, AP = Accounts Payable).

    Source Code

    Select the source code for burdens to be recalculated. The source code is a two-character code assigned to a transaction to identify where the transaction was created. For example, the code AD is assigned to vendor invoice distributions, PW is assigned to employee payroll wages, and so on.

    Burden and GL Offsets

    Select Yes to post burden recalculations to General Ledger. General Ledger transactions will be populated with the information specified for each burden code on Additional Information (AC60.2). If GL information is not available, no transactions will be created.

  4. Define report options on the Output Options tab. Use the following guidelines to enter field values:
    Summarize Report

    Select the level of detail you want on the burden recalculation report. Yes creates a summary report. No creates a detail report. The default is No.

    Page Break

    Select where page breaks are to occur:

    • G (Activity Group)

    • A (Activity)

    • N (None)

    Report Currency

    Select the currency in which you want amounts to appear on the report:

    • Base currency

    • Report 1 currency

    • Report 2 currency

    • All currencies (base, report 1 and report 2)

    Report Style

    Select the style of the report to be generated:

    • Standard: Shows amounts in base currency.

    • I (Inline): Shows base, report 1 and report 2 currencies on the same report.

    • S (Separate): Creates separate reports for base, report 1 and report 2 currencies.

    • B (Both): Generates both Inline and Separate reports.

Related Reports and Inquiries

To Use
Recalculate burdens after change in burden rate Burden Rate Redalculation (AC198)
Inquire on posted transactions

Transaction Analysis (AC96.1)

Transaction Analysis - Billable Amounts (BR96.1)