Equipment Posting Group
The Equipment Posting Group screen allows you to add and define equipment posting groups. Equipment posting groups are used to control how units that use equipment are posted. This includes the available list of companies, the general ledger accounts for posting and cost recovery, and credit organizations. Once submitted and moved to a final state, the equipment posting group code cannot be edited.
General
In the General area, enter basic project equipment group information.
| Field | Description | |
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Code | Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed. |
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Name | Enter a name to describe the document. The name does not have to be unique. |
| Status |
Select the status of the document. |
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Companies
In the Companies area, define the accounts used to post the unit amounts. Groups of accounts are defined by the selected company. For more information about account setup, see Account
Only active companies that have been defined in the posting group can be entered for the unit. Once the document is submitted and moved to a final state, the companies cannot be deleted; to restrict new input against a company, update the Status field for the company's line item.
| Field | Description | |
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Company |
Enter or select an active or pending active company. This selection cannot be changed once the document has been in a final state. The company determines which accounts are available for selection. When this field is updated, the accounts and organizations are cleared. |
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Chargeable Debit Account |
Enter or select the default debit account to use when the unit is posted to a chargeable task. Only active or pending active accounts that have a chargeable task posting type and belong to the Company can be selected. |
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Non-chargeable Debit Account |
Enter or select the default debit account to use when the unit is posted to a non-chargeable task. Only active or pending active accounts that have a non-chargeable task posting type and belong to the Company can be selected. |
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Non-project Debit Account |
Enter or select the default debit account to use when the unit is posted without a project or task. Only active or pending active accounts with an expense account type and a non-project posting group that belong to the Company can be selected. |
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Chargeable Credit Account |
Enter or select the default credit account to use when the unit is posted to a chargeable task. Only active or pending active accounts with an expense account type and a non-project posting group that belong to the Company can be selected. When a unit it posted, the posting process uses the account from the row that matches the Source Company selected in Unit Entry. |
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Non-chargeable Credit Account |
Enter or select the default credit account to use when the unit is posted to a non-chargeable task. Only active or pending active accounts with an expense account type and a non-project posting group that belong to the Company can be selected. When Source Type is Company, this field is read-only. When a unit it posted, the posting process uses the account from the row that matches the Source Company selected in Unit Entry. |
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Non-project Credit Account |
Enter or select the default credit account to use when the unit is posted without a project or task. Only active or pending active accounts with an expense account type and a non-project posting group that belong to the Company can be selected. When a unit it posted, the posting process uses the account from the row that matches the Source Company selected in Unit Entry. |
| Project Recovery Chargeable Credit Account | Enter or select the default credit account to use when the unit is posted to a chargeable task and the cost is to be recorded to an offset project for recovery analysis purposes. The account is limited to belonging to the Company selected, account status as Active or Pending Active, account type is Expense, and posting type is Non-chargeable Task. | |
| Project Recovery Non-chargeable Credit Account | Enter or select the default credit account to use when the unit is posted to a non-chargeable task and the cost is to be recorded to an offset project for recovery analysis purposes. The account is limited to belonging to the Company selected, account status as Active or Pending Active, account type is Expense, and posting type is Non-chargeable Task. | |
| Project Recovery Non-project Credit Account | Enter or select the default credit account to use when the unit is not posted to a project or task, even while other costs are being recorded for recovery analysis purposes. The account is limited to belonging to the Company selected, account status as Active or Pending Active, account type is Expense, and posting type is Non-chargeable Task. | |
| Credit Organization Posting |
Select if the Fixed, Home, or Working organization should be used when the unit is posted.
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Credit Fixed Organization | Enter or select the default credit fixed organization to use when the Credit Organization Posting is Fixed or the debit company does not match the source company. Only active or pending active organization that belong to the Company can be selected. |
| Status |
Select the status of the document. |
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Note: If any one of the Project Recovery Credit Accounts are entered, all three accounts must be entered. A validation error will appear if any remain blank.