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Selecting Options for Roll-Up and Database

Emily Yeomans
  • Updated

Within Projections, different roll-up and database options are available.

Load Options are accessible within Projections by clicking on Options.

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Loading Options

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  1. PID - Encumber by Employee ID with Account in Ref2: encumbrances for salaries and fringe benefits are loaded into the Financial module by Employee ID and Account.
  2. SIBAR2 - Encumber Salaries by Individual w/Acct in Ref2: Benefits by Acct: encumbrances for salaries are loaded into the Financial module by Employee and Account. Fringe Benefits are loaded.
  3. ACCT - Encumber by Account: encumbrances for salary and fringe benefits are loaded by Account.
  4. Overwrite previously loaded account encumbrances: overwrites any previously loaded encumbrances with new projections, but doesn't change the audit trail code.
  5. Delete previously loaded account encumbrances: deletes and reloads the encumbrances with a new audit trail code.

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