Copy Procedure

Explanation

This activity is used to create a new cost allocation procedure by copying an existing procedure. Copying procedures that already exist is facilitated since cost allocation procedures for all periods are usually similar.

Prerequisites

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

System Effects

As a result of this activity:

• A new cost allocation procedure is created with the Defined status if there is no already existing procedure for the company and accounting period selected in the Copy Cost Allocation Procedure dialog box. If a procedure already exists for the selected company and accounting period, it's steps, distributions and factors are overwritten by those of the procedure copied.
• If you copy a procedure to replace another procedure with a different allocation type, the steps will be automatically replaced as described in the table below.
   

  Allocation Type of the Original Procedure	Allocation Type of the Destination Procedure	Steps Replaced
  Actual	Budget	The Generate Voucher step is replaced with Create Budget Allocation step. The Update Voucher step is replaced with the Update Budget step.
  Budget	Actual	The Create Budget Allocation step is replaced with Generate Voucher step. The Update Budget step is replaced with the Update Voucher step.

There is no validation of copied data. If there is no procedure defined in the destination period, this activity creates one with the Defined status. If a procedure exists, a dialog box is displayed where the user can specify whether to allow removal of existing procedures and relevant data.

Window

Cost Allocation Procedures

Related Window Descriptions

Cost Allocation Procedure
Copy Procedure

Procedure

To copy a cost allocation procedure:

1. Open the Cost Allocation Procedures window and search for the procedure you want to copy.
2. Select the procedure, right-click and then click Copy Procedure to open the Copy Cost Allocation Procedure dialog box.
3. Select the allocation type for the new procedure.
4. Select the company, accounting year and the period to which you want to copy the existing procedure.
5. Select the ledger and ledger ID for the new procedure. (Note: A ledger ID should be entered only if the ledger selected is Internal Ledger)
6. If the allocation type of the procedure is Actual, select a voucher type which is valid for the selected ledger ID. If the allocation type is Budget, select a source budget and a destination budget.
7. Click OK to save the information.