Copy Allocation

Explanation

This activity is used to create new multi-company allocations by copying existing multi-company allocations.

Prerequisites

In order to perform this activity, at least one multi-company allocation should exist in your company.

System Effects

New multi-company allocations are created with status Created.

Window

Multi-Company Allocation, Multi-Company Allocations

Related Window Descriptions

Multi-Company Allocation, Multi-Company Allocations, Copy Allocation

Procedure

To copy a multi-company allocation:

  1. Open the Multi-Company Allocation window and search for the allocation you want to copy.
  2. Select the allocation, right-click and select Copy Allocation to open the Copy Allocation dialog box.
  3. Enter a Description.
  4. Select the period interval for the allocation by entering relevant periods in From Year-Period and To Year-Period.
  5. Click OK to save the information.

To copy multiple multi-company allocations:

  1. Open Multi-Company Allocations window and select the array of allocations you want to copy.
    Note: Allocations belonging to only one company can be copied at a time.
  2. Right-click and select Copy Allocation to open Copy Allocation dialog box.
  3. Select the period interval for the allocation by entering relevant periods in From Year-Period and To Year-Period.
    N
    ote: Description is not editable in the dialog box.
  4. Click OK to save the information.
  5. If you want to edit the description, search for the required allocation in Multi-Company Allocations and then, go to details to change the description.
    Note: A Description can be edited only as long as the allocation's stauts is Created.