Configuring summary financial capital and operating default inputs

The Summary Financial Capital and Operating Inputs driver determines which pricing details to include in the Capital sheet of Summary plan files and which operating impact inputs to include on the OpImpacts sheet of Summary plan files.

Organizations typically set up three separate areas to capture capital costs in addition to the Clinical Equipment entered on the equipment line:

  • Information Systems
  • Facilities
  • Other Costs

Also available are sections for a Shipping and Handling fee and Less Trade in Value amount.

To configure summary financial capital and operating default inputs:

  1. From the Axiom Capital Planning home page, click Edit Drivers.

    NOTE: To access this location from the Cap Planning Admin task pane, in the Administration section, click Capital Planning Drivers, and double-click Capital Planning Drivers.

    Click image to view full size

  2. From the Configuration tab, click Summary Financial Capital and Operating Inputs.
  3. To view only capital cost details or financials, in the View drop-down, select the section to display.

  4. Complete the following options, as needed:

    Option Description
    Default Number of Input Years Select the number of years to display on the Capital sheet in Summary plan files.
    Allow Users to Change Number of Input Years Select to allow (Yes) or not allow (No) users to change the number of input years.
    Allow Users to Change Start Year Select to allow (Yes) or not allow (No) users to change the start year.
    Allow Users to Changes Sales Tax Rate Select to allow (Yes) or not allow (No) users to changes the sales tax rate.
    Display OpImpacts Worksheet for Template Group?

    Select when to display the OpImpacts worksheet.

    NOTE: This sheet is only available for Non-Threshold or Summary templates.
    Display OpImpacts Worksheet for CP or CT? Select to enable the OpImpacts worksheet for Axiom Capital Planning only, Axiom Capital Tracking only, or for both.
    Default Total Years for Financial Analysis

    Type the number of years for which to calculate projections on the OpImpacts sheet for Summary plan files.

  5. In the Capital Cost Detail section, complete the following options, as needed:

    Option Description
    Line Item Type a new description or name for the item.
    Enable for Template Group? Select in which template groups to include the unit cost.
    Useful Life/Inflation Type the default inflation rates to use for operating impact details. Useful life automatically calculates from the account selected in the Capital Account drop-down.
    Capital Account Select the associated capital account for capital items of this type.
    Sales Tax Type the sales tax percentage for unit cost.
  6. After making your changes, in the upper right corner of the page, click the disk icon to save your changes.
  7. At the confirmation prompt, click OK.

If you are making changes to this driver, make sure to process the plan files to propagate your changes.