AC00.1 - Activity Group
** Form purpose
Use AC00.1 (Activity Group) to define and maintain an activity group. An
activity group represents the highest entity, or overall project, in the
Activity Management system. Use an activity group to organize activities
related by process or function for reporting and inquiring on costs, revenues,
and budgets.
** Prerequisites
Defining an activity group is the first step in defining information in the
Activity Management system. You must define the activity group to set up
activities, define budgets, process transactions, and perform inquiries. An
activity group also defines processing, edits, budgets, organizational level
rules, the calendar, and the base currency for activities.
** Process at a glance
1. Define your activity group structure using this form
2. Use the Main tab to select a base currency, calendar, date range, security
code, status, and an account edit.
3. Use the Process tab to identify activity group processing, including
consolidation, edit options, audit options, and edit interface options.
4. Use the Levels tab to define the activity group structure.
5. Optional. Identify parameters in the Budget, Currency, and Histr tabs.
**Decision/Impact
If you define an active budget for the activity group and choose to edit at
the activity group level, all activity groups' cost and commitments cannot
exceed the amount you define in the active budget.
If you choose to edit at the activity-account category level, individual
activity and account category costs and commitments cannot exceed the amount
you define in the activity budget.
If you choose to edit at the activity level, the total activity budget amount
for all account categories is edited against total activity actuals and total
activity commitments for all account categories.
The information you define on the levels form tab determines how you define
activities for the activity group and the maximum number of activities you can
define at each level. To optimize processing efficiency, define only the
number of levels you need for your activity group structure and carefully
select each level size. Once you define a level size, you cannot change it.
**More help
Use the Budget form tab to maintain the activity group's active budget
parameters.
The Currency tab lets you associate additional report currencies with the
activity group.
Run AC200 (Activity Group Listing) to list activity groups and parameters. Use
this listing to verify information.
Updated Files
ACACTGRP - This is the primary file maintained by this program. The file
maintains activity group information.
ACACTIVITY - References this file on a Delete action. You cannot delete the
activity group if activities exist for the activity group.
MXLISTHDR - Updates the list header with the fact that a new attribute has
been defined and the attribute list needs to be rebuilt.
Referenced Files
ACACCTCATX - References this file on a Delete action. You cannot delete the
activity group if account categories are assigned to the
activity group.
ACADDLCNTR -
ACBUDDTL - References this file on a Delete action. You cannot delete the
activity group if budgets exist for the activity group.
ACBUDHDR - References this file on a Delete action. You cannot delete the
activity group if budgets exist for the activity group.
ACCAL - References this file to validate that calendar records exist
for the complete date range established on the activity group.
ACCALX - References this file to ensure that calendar records exist for
the full date range defined on the activity group.
ACCOMMIT - References this file on a Delete action. You cannot delete the
activity group if commitment records exist.
ACGLCODE -
ACTRANS - References this file on a Delete action. You cannot delete the
activity group if activity transactions exist.
CUTABLE - References this file to validate the currency table.
AC00.2 - Calendar
Use AC00.2 (Calendar) to define and maintain the period end dates for an
activity group. You can define weekly, monthly, or quarterly calendars for
each year of an activity group. You must define a calendar to define budget
amounts and post fiscal year amounts.
This program does not automatically create past or future year calendars; you
must manually define them.
You can backpost transactions to any period unless you close the period is
closed when you run AC195 (System Control).
If you want to reconcile balances with the General Ledger system, the number
of periods in this program should match the General Ledger periods and period
end dates defined in GL10.1 (Company).
Updated Files
ACCAL - This is the primary file maintained by this program. Maintains
the calendar header information, including fiscal year.
ACCALX - This is the primary file maintained by this program. Maintains
calendar year detail records, including period number and
period end date.
Referenced Files
None.
AC00.3 - Activity Group Purge Status
Use AC00.3 (Activity Group Purge Status) to display and maintain the purge
status of an activity group. Purge status can be Balances Only, Complete, or
No Purge. All activities associated with the activity group will also be
purged.
Run AC300 (Activity Group Purge) to delete the activity group or activity
group balances.
IMPORTANT: Once you run AC300, you cannot recover activity group and activity
data.
Updated Files
ACACTGRP - The file maintains activity group information.
Referenced Files
None.
INVOKED Programs
IFCU
IFSG
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