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:

1. Open PCA Step Definition window and search for the procedure for which you want to enter the step.
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 Create Budget Allocation for the Step Type field.
6. Enter a description for the step in the Description field.
7. Select a value for the Posting Mode field
8. 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.
9. Select a value for the Amount Source field.
10. Save the information.