Copying assignments

Assignment Copy (AC105) lets you create account category overrides, General Ledger account assignments, or burden assignments for an account category, activity group, or activity by copying them from an existing account category, activity, or activity group.

Access Assignment Copy (AC105).
On the Options tab, specify which information to copy. Use these guidelines to specify the field values:

Report Option

Select whether to print a report showing the impact of the program without updating the values.

Action

Select or specify the action to take. To copy the existing setup to create new records, select 1. This is the same functionality that currently exists. The default setting is 1. To copy the existing setup to change the existing records, select 2.

Account Category Overrides

Select Y to copy account category overrides for the activity.

GL Account Assignments

Select Y to copy GL account assignments for the activity, activity group, or account category.

Burden Assignments

Select Y to copy burden assignments for the activity, activity group, or account category.
On the Copy From tab, specify the account category, activity group, or activity from which you want to copy assignments. Use these guidelines to specify the field values:

Note: To reduce the number of times you must run Assignment Copy, copy assignments at the highest level (activity group, activity, or account category) possible that is practical for your setup. Take note that some assignments, such as account category overrides, do require that you copy at the lowest (account category) level.

Activity Group

Select the activity group from which you want to copy information.

Note: When copying from an Activity Group that has nothing defined, the report will not return anything. When copying from an Activity Group to an Activity Group with nothing defined, everything from the From side will be copied to the To side.

Activity

Select the activity from which you want to copy information.

This field may be optional, depending on the type of assignment you are copying. For example, if you want to copy burden code assignments at the activity group level, then you can leave this field blank. However, some assignments, such as account category overrides, require this field.

Account Category or Account Category Group

Select the account category range or account category group you want to copy from one activity to another.

This field may be optional, depending on the type of assignment you are copying. For example, if you want to copy burden code assignments at the activity or activity group level, then you can leave this field blank. However, some assignments, such as account category overrides, require this field.
On the Copy To tab, specify which account category, activity group, or activity to which you are copying assignments. Use these guidelines to specify the field values:

Activity Group List or Activity Group or Activies or Activity List

Select the activity group list , activity group, activities, or activity list to which you want to copy assignments.

Account Category or Account Category Group

Select the account category range or account category group to which you want to copy the information.