Specify Step Create Budget Allocation
Explanation
This activity is used to include a step of the Create Budget Allocation
step type in a selected cost allocation procedure. Different
types of postings, as well as factors and distributions, can be used with this
step type.
Prerequisites
In order to perform this activity:
- A cost allocation procedure of the Defined or
Active status should exist and it's allocation type should be
Budget.
- Distributions and factors
should have been specified, if appropriate.
System Effects
As a result of this activity, budget
amounts selected by the step definition are allocated to different code strings
based on the factor ID,
distribution ID
and the posting mode once the step is executed.
Window
PCA Step Definition
Related Window Descriptions
PCA Step Definition
Procedure
To specify Create Budget Allocation step type:
- Open PCA Step Definition
window and
search
for the procedure for
which you want to enter the step.
- Create a new record in the table.
- Enter a value in the Seq No field to specify
the sequence.
- Enter an ID for the step in the
Step ID field.
- Select Create Budget Allocation for the Step Type
field.
- Enter a description for the step in
the Description field.
- Select a value for the Posting Mode
field
- Enter a value in the Factor ID and/or the
Distribution ID field if you want the voucher to be generated based on a
factor and/or a distribution. The List of Values can be used to select the
relevant value.
- Select a value for the Amount Source field.
- Save the information.