Specify Allocation

Explanation

This activity is used to create a new multi-company allocation. A multi-company allocation is defined and performed for a selected accounting period interval.

Prerequisites

N/A

System Effects

As a result of this activity, a multi-company allocation is created with Created status.

Window

Multi-Company Allocation

Related Window Descriptions

Multi-Company Allocation, Multi-Company Allocations

Procedure

To enter a new multi-company allocation:

  1. Open Multi-Company Allocation window and create a new record.
  2. Enter a relevant description
  3. From Year Period and To Year Period is defaulted with current period. Enter relevant periods.
  4. Select Reposting or Specified as the posting mode. If Reposting is selected the reposting rows will be created automatically in the output definition section. Only Applicable for Allocation Mode Multi-Company Voucher.
  5. Specify a Factor. The factor should be between 1 and 100.
  6. Select Allocation Mode. If Multi-Company Voucher selected the allocation will distribute the allocation through a Multi-Company Voucher. If Instant Invoice is selected the allocation will distribute out the allocation through Instant Invoices.
  7. In the selection section, enter the selection criteria for retrieving information from the source.
  8. Save the Information.