Copy Factor
Explanation
This activity is used to copy
factors from one procedure to another. Copying factors that already exist is
facilitated since factors in all the procedures are usually similar for all the
periods.
Prerequisites
In order to perform this activity:
- The factor to be copied should exist in a
procedure.
- The status of the destination procedure (i.e. the
procedure to which the factor is copied) should be either Defined or
Active.
- If you are replacing an existing factor, the status of the existing
factor should be Defined.
System Effects
As a result of this activity, the selected factor is copied to the procedure. The
factor can then be modified manually. The type of the
original factor determines the status of the new factor and the attributes
copied.
| Type of the Original Factor |
Description |
| Automatic |
Factors of this type are copied
without value. The new factor receives the Defined status. |
| Manual |
Factors of this type are copied
without value. The new factor receives the Defined status. |
| Static |
Factors of this type are copied
with value. If the status of the source factor is Defined at the time
it is copied, the new factor is created with the Defined status. If
not, the status of the new factor will be Prepared. |
Window
Cost
Allocation Procedures
PCA Factors
Related Window Descriptions
Cost Allocation
Procedure
PCA Factors
Copy Factor
Procedure
To copy a factor:
-
Open the
Cost Allocation Procedures window and search
for the procedure from which you want to copy factors. (The
Copy Factors
dialog box can also be opened by right-clicking in the
PCA Factors
window.)
-
Select the procedure, right-click
and then click Copy Factors to open the
Copy Factors
dialog box.
-
Select the allocation type of the procedure to which the factors should be
copied.
-
Enter appropriate values in the Company,
Accounting Period, Ledger and Ledger ID fields in order to
identify the procedure to which the factors should be copied.
-
If the allocation type you selected for the
destination procedure is Budget, select appropriate values for the
Source Budget and Destination Budget fields.
-
Select either the Add or Replace to
specify whether the factors should replace the existing factors
in the destination procedure or added as new factors.
- Click OK to save the information.