Copying allocations

Use this procedure to create an allocation from an existing allocation or to create a copy of an existing allocation. You can copy allocations between allocation controls. Data from the copied allocation are default values for the new allocation.

Select Processing > Allocations > Allocation Control.
On the Actuals tab, open an allocation control record.
Select the allocation to copy.
Click the Copy Allocation button.

The default values for Allocation Control, New Allocation, and New Description fields are filled.
Specify this information:

Ledger

Select a ledger for the new allocation. The default value is the source ledger of the existing allocation.

Default Step

Select the default step that is assigned to the allocation line.

Allocation Group

Select an allocation group. The allocation group is used to enable processing of multiple allocations simultaneously.

Allow Multiple Postings

Select this check box to allocate more than once per period.

Global Ledger Event

Select an event for the allocation. JE is the default event.
Click Submit.