Contents IT Business Management Previous Topic Next Topic Review bucket assignments and run bucketing Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share Review bucket assignments and run bucketing After the data is in buckets, you can see the total amounts for each bucket and the individual general ledger expense records for each bucket. Before you beginRole required: cost_transparency_admin or cost_transparency_analyst Procedure Click the information icon () on any bucket to display summary information about the bucket. Under Advanced Conditions, verify that the bucket filter condition is correct. Click the condition name to open the bucket filter condition form and make changes if necessary. Under Detailed Rows, click Show Details to show the expense records, which are saved in the General Ledger Cleansed Data [itfm_gl_data_cleansed] table, that are assigned to the bucket. To remove a bucket filter condition, click the delete icon (). Under Accounts Assigned, verify that the correct accounts and all the expenses in them appear in the bucket. Click the account name to show the expense records from the General Ledger Cleansed Data table that are assigned to the bucket. To remove an account and all expenses that belong to the account from the bucket, click the delete icon (). Under Fields to Keep, select the check boxes for fields you want to keep on the records in the bucket. Figure 1. Bucket summary Close the window when you are finished. When the data is correct, click Run Bucketing on the right pane. When you run the bucketing engine, the data is saved in the Groomed General Ledger Data [itfm_gl_data_groomed] table. The application deletes all existing allocation lines for the fiscal period you are working with when you click Run Bucketing. Related tasksView account detailsCreate and modify bucketsCreate bucket filter conditionsPut expenses into buckets On this page Send Feedback Previous Topic Next Topic
Review bucket assignments and run bucketing After the data is in buckets, you can see the total amounts for each bucket and the individual general ledger expense records for each bucket. Before you beginRole required: cost_transparency_admin or cost_transparency_analyst Procedure Click the information icon () on any bucket to display summary information about the bucket. Under Advanced Conditions, verify that the bucket filter condition is correct. Click the condition name to open the bucket filter condition form and make changes if necessary. Under Detailed Rows, click Show Details to show the expense records, which are saved in the General Ledger Cleansed Data [itfm_gl_data_cleansed] table, that are assigned to the bucket. To remove a bucket filter condition, click the delete icon (). Under Accounts Assigned, verify that the correct accounts and all the expenses in them appear in the bucket. Click the account name to show the expense records from the General Ledger Cleansed Data table that are assigned to the bucket. To remove an account and all expenses that belong to the account from the bucket, click the delete icon (). Under Fields to Keep, select the check boxes for fields you want to keep on the records in the bucket. Figure 1. Bucket summary Close the window when you are finished. When the data is correct, click Run Bucketing on the right pane. When you run the bucketing engine, the data is saved in the Groomed General Ledger Data [itfm_gl_data_groomed] table. The application deletes all existing allocation lines for the fiscal period you are working with when you click Run Bucketing. Related tasksView account detailsCreate and modify bucketsCreate bucket filter conditionsPut expenses into buckets
Review bucket assignments and run bucketing After the data is in buckets, you can see the total amounts for each bucket and the individual general ledger expense records for each bucket. Before you beginRole required: cost_transparency_admin or cost_transparency_analyst Procedure Click the information icon () on any bucket to display summary information about the bucket. Under Advanced Conditions, verify that the bucket filter condition is correct. Click the condition name to open the bucket filter condition form and make changes if necessary. Under Detailed Rows, click Show Details to show the expense records, which are saved in the General Ledger Cleansed Data [itfm_gl_data_cleansed] table, that are assigned to the bucket. To remove a bucket filter condition, click the delete icon (). Under Accounts Assigned, verify that the correct accounts and all the expenses in them appear in the bucket. Click the account name to show the expense records from the General Ledger Cleansed Data table that are assigned to the bucket. To remove an account and all expenses that belong to the account from the bucket, click the delete icon (). Under Fields to Keep, select the check boxes for fields you want to keep on the records in the bucket. Figure 1. Bucket summary Close the window when you are finished. When the data is correct, click Run Bucketing on the right pane. When you run the bucketing engine, the data is saved in the Groomed General Ledger Data [itfm_gl_data_groomed] table. The application deletes all existing allocation lines for the fiscal period you are working with when you click Run Bucketing. Related tasksView account detailsCreate and modify bucketsCreate bucket filter conditionsPut expenses into buckets