Cost Account - Settings

• Create Cost Offset for New Budget Line: Select this check box to have Proliance automatically create an offsetting cost allocation whenever you add a new budget allocation to the document. Clear this check box if you prefer to create offsetting cost allocations yourself.
• Default Budget ACR Column: Select the default ACR column from the drop-down list for all new budget allocations for this cost account.
• Default Cost ACR Column: Select the default ACR column from the drop-down list for all new cost allocations for this cost account.
• Synchronize Offset's non-Amount Columns with Budget Line: Select this check box to have Proliance automatically update the columns Code, Number, Note, or Description in the offsetting cost allocations whenever there is a change to the budget allocation. Clear this check box if you do not want Proliance to update offsetting cost allocations.
  
  Note: This option does not apply if there is more than one offsetting cost allocation for a budget allocation.

• Default Pivot Type:

  Select which value should remain constant when Proliance recalculates the Total Amount based on this formula:

  Total Amount = Quantity * Unit Price

  The default pivot type is used when you create new items on the Line Items page, You can change the pivot type when the line items are created.

  The Default Pivot Type setting is available only when Show Unit Price Information has been enabled.

• Remove Cost Offsets when Deleting Budget Line: Select this check box to have Proliance automatically delete offsetting cost allocations when you delete a budget allocation. Clear this check box if you do not want Proliance to automatically delete offsetting cost allocations.

• Show Unit Price Information:

  This setting is used to show or hide the following unit price information on the Line Items page:

  • Quantity
  • Unit Code
  • UOM
  • Unit Price
  • Pivot Type

  You may want to hide unit price information if it is of a sensitive nature. The show/hide takes place when the cost account is saved.

  Note: Proliance continues to process all unit price-related business rules even if you choose to hide this information. This ensures that all information is current if you choose to display unit price information later on.

  The Show Unit Price Information setting is unavailable if BCM integration is disabled.

• Synchronize Offset Amount with Budget Line: Select this check box to have Proliance automatically update the Amount of a cost allocation whenever there is a change to the budget allocation's Amount.
  
  Note: This option does not apply if there is more than one offsetting cost allocation.

This section determines what book types are available to allocations of the current cost account. A book type may not be available for selection if it was not enabled for the workspace. For more information, see "Enabling/Disabling Book Types in a Workspace".

• Default Book Type: Select the default book type from the drop-down list for the cost account allocations. This default overrides the default book type defined on the document subtype of the cost account.

• Enable Open Book: Select the check box to make the "Open" book type available to the allocations of this cost account. Clear the check box to make the book type unavailable to the workspace.

• Enable Closed Book: Select the check box to make the "Closed" book type available to the allocations of this cost account. Clear the check box to make the book type unavailable to the workspace.

• Enable Internal Book: Select the check box to make the "Internal" book type available to the allocations of this cost account. Clear the check box to make the book type unavailable to the workspace.

• Enable Managed Book: Select the check box to make the "Managed" book type available to the allocations of this cost account. Clear the check box to make the book type unavailable to the workspace.