Copy Allocation

Explanation

This activity is used to create new multi-company allocations by copying existing multi-company allocations.

Prerequisites

In order to perform this activity, at least one multi-company allocation should exist in your company.

System Effects

New multi-company allocations are created with status Created.

Window

Multi-Company Allocation, Multi-Company Allocations

Related Window Descriptions

Multi-Company Allocation, Multi-Company Allocations, Copy Allocation

Procedure

To copy a multi-company allocation:

1. Open the Multi-Company Allocation window and search for the allocation you want to copy.
2. Select the allocation, right-click and select Copy Allocation to open the Copy Allocation dialog box.
3. Enter a Description.
4. Select the period interval for the allocation by entering relevant periods in From Year-Period and To Year-Period.
5. Click OK to save the information.

To copy multiple multi-company allocations:

1. Open Multi-Company Allocations window and select the array of allocations you want to copy.
   Note: Allocations belonging to only one company can be copied at a time.
2. Right-click and select Copy Allocation to open Copy Allocation dialog box.
3. Select the period interval for the allocation by entering relevant periods in From Year-Period and To Year-Period.
   Note: Description is not editable in the dialog box.
4. Click OK to save the information.
5. If you want to edit the description, search for the required allocation in Multi-Company Allocations and then, go to details to change the description.
   Note: A Description can be edited only as long as the allocation's stauts is Created.