Enter Step Details Specification

Explanation

This activity is used to enter the step details specification for the Prepare Distribution, Prepare Factor, Generate Voucher and Create Budget Allocation step types.

Prerequisites

In order to perform this activity, a step item should exist for a step included in a cost allocation procedure of the Defined or Active status.

System Effects

As a result of this activity, the step details specification will be available for the selected step item.

Window

PCA Step Definition

Related Window Descriptions

PCA Step Definition
Definition of Step Details
Step Details Specification

Procedure

To enter a step details specification:

  1. Open the Step Definition window and search for the cost allocation procedure with the step for which you want to enter the step details specification.
  2. Select the step for which you want to perform this activity, right-click and then click Detailed Definition to open the Definition of Step Details window.
  3. Select the step item for which you want to enter the step details specification, right-click and then click Step Details Specification to open the Step Details Specification window.
  4. In the Selection tab, enter the selection criteria for retrieving information from the amount source of the selected step item.
  5. The Same Side tab and the Opposite Side tab are used only for the Generate Voucher and Create Budget Allocation step types. Use them to enter the posting specification for the voucher to be generated and to create budget allocation. (Note: These tabs are enabled based on the posting mode selected for the step. )
  6. Repeat steps 3-4 to enter the step details specification for all the relevant step items of the selected step.
  7. Save the information.