Copy Step

Explanation

This activity is used to copy steps from one cost allocation procedure to another. Copying steps is facilitated since steps in a procedure are usually similar for each period.

Prerequisites

In order to perform this activity:

The step to be copied should be available in an existing cost allocation procedure.
The status of the procedure to which the step is copied should have the Defined or Active status. If you want the copied step to replace any existing step in the destination procedure, the status of the destination procedure should be Defined.

System Effects

As a result of this activity, the selected step/steps are copied to the procedure. The activity may also result in factors and distributions connected to the original step being copied from the source procedure to the destination procedure. If you copy steps from a procedure with Actual allocation type to a procedure with Budget allocation type or vice versa, the step type of the relevant steps will be automatically changed as follows.

Allocation Type of the Original Procedure	Allocation Type of the Destination Procedure	Steps Replaced
Actual	Budget	The Generate Voucher step type is changed to Create Budget Allocation step type. The Update Voucher step type is changed to Update Budget step type.
Budget	Actual	The Create Budget Allocation step type is changed to Generate Voucher step type. The Update Budget step type is changed to Update Voucher step type.

Window

PCA Step Definition

Related Window Descriptions

PCA Step Definition
Copy Step

Procedure

To copy all the steps of a selected procedure:

Open the Cost Allocation Procedures window and search for the procedure from which you want to copy steps.
Select the procedure, right-click and then click Copy Steps to open the Copy Steps dialog box.
Select either Actual or Budget to indicate the allocation type to which the destination procedure should belong.
Enter appropriate values in the Company, Accounting Period, Ledger and Ledger ID fields to order to identify the procedure to which the steps should be copied. (Note: The ledger ID should be selected only if the ledger is Internal Ledger.)
If you selected Budget as the allocation type, enter relevant values for the Source Budget and Destination Budget fields.
Select Add if you want the copied steps to be added as new steps, or select Replace if you want them to replace any existing steps in the destination procedure.
Click OK to save the information.

To copy selected steps of a procedure:

Open the Cost Allocation Procedures window and search for the procedure from which you want to copy steps.
Select the procedure, right-click and then click Definition of Steps to open the PCA Step Definition window.
Select the relevant steps, right-click and then click Copy Steps to open the Copy Steps dialog box.
Select either Actual or Budget to indicate the allocation type to which the destination procedure should belong.
Enter relevant values in the Company and Accounting Period fields in order to identify the destination procedure.
Enter the ID and a sequence no the step should have when it is copied to the destination procedure.
If you selected Actual as the allocation type, select the ledger and the ledger ID to which the destination procedure should belong. (Note: The ledger ID should be selected only if the ledger is Internal Ledger.)
If you selected Budget as the allocation type, enter relevant values for the Source Budget and Destination Budget fields.
Select Add to copy the selected step. (Note: It is not allowed to replace the existing steps within a procedure.)
Save the information.