This documentation applies to the 8.1 version of Asset Management, which is in "End of Version Support." You will not be able to leave comments.

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Adjusting charge-back entries

You can use the Adjustment dialog box to change charge-back information for assets. For example, if you discover that you specified the wrong cost for an asset, or if the cost is not allocated to the correct cost center, you can adjust the entry. You can also provide a reason for your adjustment.

After you make adjustments to a charge-back entry, two new entries appear at the bottom of the Charge-back Entries list in the Manage Costs form. The Adjustment column indicates that both of these entries are adjustments. The first entry has a positive value. The second entry has a negative value that cancels out the value of the original entry. Both values remain in the table so that you can keep a record of this adjustment.

Manage Costs form — Charge-back Entries table


 For example, if you originally specified a charge-back cost of $150 and did not specify a cost center code, the cost center is unallocated. To correct the cost center, select the charge-back entry, click Adjustment, and specify the appropriate Cost Center Code, for example, W1. After you click Save, you see two new entries at the bottom of the table in the Manage Costs form. The first entry shows that a cost of $150 is now allocated to the W1 cost center. The second entry shows the previous, unallocated cost of \-$150.

To adjust charge-back information

  1. On the Asset Management console, from the navigation pane, choose Functions > Manage Costs.

    The first time that you open the console for the current period, no information appears in the Charge-back Entries table. After you click Generate Preliminary Costing, any current charge-back information appears in the table. You might have to wait a few minutes for the Manage Costs form to appear.

  2. If this is the first time you have viewed charge-back entries for the current period, click Generate Preliminary Costing.
  3. To limit the number of entries that appear in the table, specify criteria for the entries that you want to see.
    • To view entries from a different period, specify new values in the Period Start Date and Period End Date fields.
    • To view the charge-back entries for a specific cost center, select a cost center, and click Search.
    • To view costs that have not yet been billed to a cost center, select Unallocated from the Cost Center Code field, and click Search.
  4. In the Charge-back Entries table, select the charge-back entry that you want to adjust.
  5. Click Adjustment.
  6. In the Adjustment dialog box, modify the information that you want to change.
    You can change the entries in the following fields: Cost Type, Cost Center Code, and Related Cost. You can also add a reason for your adjustment.
  7. Click Save.
    New entries appear in the Charge-back Entries list in the Manage Costs form. To indicate that these entries are adjustments, they display as Yes in the Adjustment column. One of the entries has a positive value, and the other has a negative value.

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