Specify Step Type Generate Voucher
Explanation
This activity is used to include a step of the Generate
Voucher type in a selected cost allocation procedure. This step
type is used to create a voucher automatically. Different types of postings, as well as
factors and distributions, can be used.
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
Actual.
- Distributions and factors
should have been specified, if appropriate.
System Effects
As a result of this activity, a voucher is automatically
created and placed in the hold table once the step is executed.
The voucher details will differ depending on the values selected for the
Correction, Merging Type, Factor ID and Distribution
fields.
Window
PCA Step Definition
Related Window Descriptions
PCA Step Definition
Procedure
To specify Generate Voucher step type:
- Open PCA Step Definition
window and
search
for the procedure for
which you want to enter the step.
- Create a new record in the table.
- Enter a value in the Seq No field to specify
the sequence.
- Enter an ID for the step in the
Step ID field.
- Select Generate Voucher for the Step Type
field.
- Enter a description for the step in
the Description field.
- Select a value for the Posting Mode field.
- Select the Correction check box if you want the
voucher generated to be a correction voucher.
- Select a value for the Merging Type field.
- 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.
- Select a value for the Amount Source field.
- Select the Balance Type Normal
and/or Balance Type Simulation check boxes as required.
- Save the information.