Make one-time adjustments

You can access a history of each adjustment for a cost model by downloading the table from the Make one-time adjustments page, and viewing the One-time adjustments history worksheet. For more information, see Edit one-time adjustments using a spreadsheet.

To make a one-time adjustment:

  1. From the Enterprise Decision Support home page, in the Cost accounting drop-down, select Modify most recent cost model.

  2. The last cost model selected appears in the Select cost model drop-down. To change cost models, select another one from the Select cost model drop-down.

  3. Under the Dimension versions, manual statistics, and adjustments section, select Make one-time adjustments.

  4. On the Make one-time adjustments page, to filter the list of one-time adjustments to display in the table, select the funnel icon .

    IMPORTANT: No records will appear in the table until you select departments and accounts in the filter.

  5. In the Filters pane, do the following:

    1. In the Enter department(s) field, enter one or more departments in which to make the adjustment, and select them from the drop-down.

    2. In the Enter account(s) field, enter one or more accounts in which to make the adjustment, and select them from the drop-down.

    3. When you finish entering departments and accounts, select Filter.

      TIP: To clear the filter selections, select Clear all. To clear the selections in a specific field, select X next to the department or account name/number.

  6. In the Actions column, select the edit icon .

  7. In the appropriate column(s), enter the replacement amount in each period column. If needed, you can revert the column value changes you made back to their original amounts by selecting X in the Actions column. For more information, see Reverting back to the original one-time adjustment amounts.

    IMPORTANT: The cells do not add dollars to the original amount. You must enter an amount to replace the original. For example, if the original amount is $1,000 and you want to change it to $1,500, you need to enter $1,500 and not $500.

  8. After making your changes, click anywhere on the page outside of the table, and then select Save.
  9. At the confirmation prompt, select Close.
  10. If you are creating a new model, the next step is to define your costing methods, in the bottom right corner of the page, select Next.
  11. If you are modifying an existing cost model, you can continue making changes to other parts of the model, or go directly to processing the cost model if this is your only change.

    IMPORTANT: When making any changes to an existing cost model, you must reprocess it in order for the results to reflect the changes.

Revert back to the original one-time adjustment amounts

The source one-time adjustment values are imported from your organization's general ledger into the CGL table in Axiom. If needed, you can revert back to those original amounts at the row level or for the entire table.

Do the following:

  • To revert the values for a specific row, in the Actions column, select X.

  • To revert the values for the entire table, above the table, select Clear all.