Copy Procedure
Explanation
This activity is used to create a new
cost allocation procedure by copying an existing procedure. Copying procedures
that already exist is facilitated since cost allocation procedures for all
periods are usually similar.
Prerequisites
In order to perform this activity, at least one cost
allocation procedure should exist in your company.
System Effects
As a result of this activity:
- A new cost allocation procedure is created with
the Defined status if there is no already existing procedure for the
company and accounting period selected in the
Copy Cost Allocation
Procedure dialog box. If a procedure
already exists for the selected company and accounting period, it's steps,
distributions and factors are overwritten by those of the procedure copied.
- If you copy a procedure to replace another
procedure with a different allocation type, the steps will be automatically
replaced as described in the table below.
Allocation Type of
the Original Procedure |
Allocation Type of
the Destination Procedure |
Steps Replaced |
Actual |
Budget |
- The Generate Voucher step is replaced
with Create Budget Allocation step.
- The Update Voucher step is replaced
with the Update Budget step.
|
Budget |
Actual |
- The Create Budget Allocation step is
replaced with Generate Voucher step.
- The Update Budget step is replaced with
the Update Voucher step.
|
There is no validation of copied data. If there is no procedure defined
in the destination period, this activity creates one with the
Defined status. If a procedure exists, a
dialog box is displayed where the user can specify whether to allow removal of existing
procedures and relevant data.
Window
Cost
Allocation Procedures
Related Window Descriptions
Cost Allocation
Procedure
Copy Procedure
Procedure
To copy a cost allocation procedure:
- Open the
Cost Allocation
Procedures window and search for the procedure you want to copy.
- Select the procedure, right-click and then click
Copy Procedure to open the Copy Cost Allocation
Procedure dialog box.
- Select the allocation type for the new procedure.
- Select the company, accounting
year and the period to which you want to copy the existing procedure.
- Select the ledger and ledger ID for
the new procedure. (Note: A ledger ID should be entered only if the
ledger selected is Internal Ledger)
- If the allocation type of the procedure is Actual,
select a voucher type which is valid for the selected ledger ID. If the
allocation type is Budget, select a source budget and a destination budget.
- Click OK to save the information.