Setting up Cost Share

Overview

1. Create new Transfer Out object codes to track cost share at a more granular level as needed. 
2. Update the Cost Share Parameters (see below)
3. Create Cost Share Sub-Accounts
   • Set Sub-Account Type = CS
     • NOTE: Only users with permission Modify Maintenance Document Field SubAccount a21SubAccount
   • Complete CG Cost Sharing Tab with the account that will provide the cost share
4. Create new Origination Code = CS

Parameters

Component Name: ScrubberJobCostShare

Name:	TRANSFER_IN_OBJECT_CODE
Description:	Revenue Cost Share object code - goes into the account that is receiving the cost share
Values:	9915

Name:	TRANSFER_OUT_OBJECT_CODES
Description:	The object codes used on the cost share entries created based on the object level of the original transaction. The cost share transfer out entries will post to the cost share account associated with the contracts & grants acccount and cost share sub-account. Format is: Object Level 1=Object Code 1; Object Level 2=Object Code 2; etc. NOTE: The parameter should also include: DEFAULT=ObjectCode to catch those entries not specified in the parameter.
Values:	ACSA=9920;BENF=9957;CAP=9970;DEFAULT=9940

Name:	DOCUMENT_TYPES
Description:	Document types excluded from cost share.
Values:	JV:AA

Name:	FISCAL_PERIODS
Description:	Fiscal periods excluded from cost share.
Values:	BB;CB

Name:	OBJECT_TYPES
Description:	Object types for which cost share will be created.
Values:	EE;EX;ES;TE

Verifying Cost Share

1. Create a transactional document and use the Grant Account and CS Sub Account on the accounting string. 
2. Approve to Final. 
3. Run the following Batch Jobs: 
   • NightlyOutJob
   • ScrubberJob
   • PosterJob
   • ClearPendingEntriesJob
4. Review entries in General Ledger Entry using Document Number - in addition to the entries created by the transaction, there will be a set of Cost Share entries.