Recalculating burdens (AC/BR/GM)

Burden transactions are calculated during Activity Posting (AC190). If burden rates change retroactively, you can use the Burden Rate Recalculation (AC198) procedure to recalculate burdens based on a retroactive rate change. Use Burden Recalculation Based On Total Cost (AC197) to recalculate burdens based on a change in the burden structure, and to modify the historical burden structure.

  1. Access Burden Rate Recalculation (AC198).
  2. On the Activity tab, select the activities for which you want to recalculate burden transactions. Use these guidelines to specify the field values:
    Activity Group List, Activity Group, Activities, or Activity List

    Select the activities to recalculate burden transactions. Select one of these options according to the activity you have selected:

    • 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. On the Other Options tab, define rules for recalculating burdens. Use these guidelines to specify the field values:
    Posting, Trans Date

    Specify the dates you want to use for the burden recalculation transactions.

    Period, Year Range

    Specify 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.

    Minimum Adjust Amount

    Specify an amount that is the minimum burden adjustment you want to allow. A transaction adjustment is not created if its value is less than the value you specified. For example, if the calculated burden adjustment is $.37 and the minimum is $1.00, the adjustment will be skipped.

    System, Source Code

    Select a system code for which you want to recalculate burdens. System code is a two-character code representing an application used within the Lawson system. (that is GL = General Ledger, AP = Accounts Payable, etc.). To recalculate transactions for all system codes, leave this field blank.

    Select a source code for which to recalculate burdens. To recalculate transactions for all source codes, leave this field blank.

    Burden Codes

    To recalculate burden transactions for all burden codes, leave this field blank. To recalculate transactions for specific burden codes, select up to ten burden codes for which you want to recalculate burdens. Transactions selected that include the activity and account category combination to which the burden codes are assigned are eligible for recalculation.

    Burden Range

    To recalculate burden transactions for all burden codes, leave this field blank. To recalculate transactions for a specific range of burden codes, enter the range of burden codes for which you want to recalculate burdens. Transactions selected that include the activity and account category combination to which the burden codes are assigned are eligible for recalculation.

    Recalculate Cost Rate

    Burden recalculation is based on the cost amount in existing burden transactions for the burden codes specified. Select one of these burden types to identify which rates you want to use during recalculation:

    • Cost

    • Revenue

    • Bill

    • User-defined burden types 1 through 9

    Recalculate Type

    Select C (Cost/Billing/Revenue) to adjust cost, billing and revenue amounts in burden transactions subject to recalculation.

    Select B (Billing/Revenue) to adjust only the billing and revenue amounts in burden transactions subject to recalculation.

    Burden GL and 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 are created.

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

    Select the level of detail you want on the burden recalculation report. To create a summary report, select Yes. To create a detail report, select No. The default setting for this field is No.

    Page Break

    Select where you want to place page breaks:

    • Activity Group (G)

    • Activity (A)

    • None (N), default

    Report Currency

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

    • Base (B) — base currency

    • One (1) — report 1 currency

    • Two (2) — report 2 currency

    • All (A) — all currencies (base, report 1, and report 2)

    Report Style

    Select the style of the report you want to generate:

    • Standard: Shows amounts in base currency.

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

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

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