Specify Step Type Prepare Distribution

Explanation

This activity is used to include a step of the Prepare Distribution step type in a selected cost allocation procedure. Both amount and quantity balances stored in ledgers and budgets can be used as the basis for distribution calculations, regardless of the allocation type of the procedure.

Prerequisites

In order to perform this activity:

• A cost allocation procedure of the Defined or Active status should exist.
• A distribution of the Automatic type should be connected to the cost allocation procedure.

System Effects

As a result of this activity, the following system effects will take place once the step is executed.

• The status of the selected distribution of Automatic type will change to Prepared.
• The cost amounts to be distributed to each code string combination will be calculated based on the selected distribution.

Window

PCA Step Definition

Related Window Descriptions

PCA Step Definition

Procedure

To specify Prepare Distribution step type:

1. Open PCA Step Definition and search for the procedure for which you want to enter the step. (You can also open the PCA Step Definition window by right-clicking in the Cost Allocation Procedures window.)
2. Create a new record in the table.
3. Enter a value in the Seq No field to specify the sequence.
4. Enter an ID for the step in the Step ID field.
5. Select Prepare Distribution for the Step Type field.
6. Enter a description for the step in the Description field.
7. In the Distribution ID field, enter the ID of the distribution for which you want to perform this step. The List of Values can be used to select the relevant distribution.
8. Save the information.