1. Others
  2. Government Contracting
  3. Flows

Set up general Government contracting settings
Process flow

Before you can use Government contracting, set up the relevant parameters and other Government contracting settings.

Accounting manager Accounting manager Oversees various portions of the accounting processes and team members. Start Start Set up government contracting parameters Set up government contracting parameters Before you can use Government contracting, set the default journals and other controls for Government contracting. Procedure 1. Go to Project management and accounting > Setup > Project management and accounting parameters. 2. Click the Government contracting tab. 3. If you select Yes, it is automatically posted after creation. If No, you must post it manually. Define how the indirect cost expense journal is posted. Note: Select an option in the Post indirect cost expense journal field. 4. In the Line property for unallowable costs field, enter or select a value. 5. In the Indirect cost task name field, define the name to be used on the work breakdown structure and indirect cost allocation transactions. 6. In the Indirect expense journal field, enter or select a value. 7. In the Adjustment journal field, enter or select a value. Note: Note: Define a general ledger journal of type Daily. Notes Set up unallowable costs

Set up unallowable costs

Define which general ledger accounts are unallowable for project contracts and projects.

 Set up indirect cost allocation basis Set up indirect cost allocation basis Set up the units of measure to be applied on creation of indirect cost allocations. This setup is used with the Budgeting module only. Procedure 1. Go to Budgeting > Setup > Government contracting > Indirect cost allocation basis. 2. Click New. 3. In the Allocation basis ID field, type a value. 4. In the Description field, type a value. 5. In the Unit field, enter or select a value. 6. Click Save. Set up indirect cost plan workflow Set up indirect cost plan workflow You must use a workflow for indirect cost plans. Procedure 1. Go to Budgeting > Setup > Basic budgeting > Budgeting workflows. 2. Click New. 3. In the list, select Indirect cost plan. Notes From this point, configure the workflow. Set up number sequence for indirect cost plan Set up number sequence for indirect cost plan You can set up an automatic number sequence for indirect cost plans. Procedure 1. Go to Budgeting > Setup > Basic budgeting > Budgeting parameters. 2. Click the Number sequences tab. 3. In the list, find and select the Plan ID row. 4. In the Number sequence code field, enter or select a value. Set up cost pools

Set up cost pools

Set up the cost pools that are used in the indirect cost plans. Make sure to create at least one cost pool of type Indirect and one cost pool of type Direct.
Note: On indirect cost plans, account structures are related to the cost pools. Therefore, you are recommended to consider your cost pool set up when you design the account structures. Make sure, the used account structures are active. The account structures used for cost pools do not interfere with standard D365 FO General ledger functionality. Do not assign these account structures to the Ledger page.

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Activities

Name Responsible Description

Set up government contracting parameters

Accounting manager

Before you can use Government contracting, set the default journals and other controls for Government contracting.

Set up unallowable costs

Accounting manager

 		Define which general ledger accounts are unallowable for project contracts and projects.

Set up indirect cost allocation basis

Accounting manager

 		Set up the units of measure to be applied on creation of indirect cost allocations. This setup is used with the Budgeting module only.

Set up indirect cost plan workflow

Accounting manager

 		You must use a workflow for indirect cost plans.

Set up number sequence for indirect cost plan

Accounting manager

 		You can set up an automatic number sequence for indirect cost plans.

Set up cost pools

Accounting manager
Set up the cost pools that are used in the indirect cost plans. Make sure to create at least one cost pool of type Indirect and one cost pool of type Direct.
Note: On indirect cost plans, account structures are related to the cost pools. Therefore, you are recommended to consider your cost pool set up when you design the account structures. Make sure, the used account structures are active. The account structures used for cost pools do not interfere with standard D365 FO General ledger functionality. Do not assign these account structures to the Ledger page.

Activities

Name Responsible Description

Set up government contracting parameters

Accounting manager

Before you can use Government contracting, set the default journals and other controls for Government contracting.

Set up unallowable costs

Accounting manager

 		Define which general ledger accounts are unallowable for project contracts and projects.

Set up indirect cost allocation basis

Accounting manager

 		Set up the units of measure to be applied on creation of indirect cost allocations. This setup is used with the Budgeting module only.

Set up indirect cost plan workflow

Accounting manager

 		You must use a workflow for indirect cost plans.

Set up number sequence for indirect cost plan

Accounting manager

 		You can set up an automatic number sequence for indirect cost plans.

Set up cost pools

Accounting manager
Set up the cost pools that are used in the indirect cost plans. Make sure to create at least one cost pool of type Indirect and one cost pool of type Direct.
Note: On indirect cost plans, account structures are related to the cost pools. Therefore, you are recommended to consider your cost pool set up when you design the account structures. Make sure, the used account structures are active. The account structures used for cost pools do not interfere with standard D365 FO General ledger functionality. Do not assign these account structures to the Ledger page.
Related to Notes

Set up general settings

 		 

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