Defining an allocation by copying

  1. Access Define Allocation (CA10.2).
  2. Select Copy to open Allocation Copy (CA10.6).
  3. Copy an allocation and specify this information:
    Company

    Specify or select the company number from which you are copying.

    New Allocation

    Select the type of the allocation to create: Actual, Current Year Budget, or Next Year Budget.

    Specify a name and provide a description that identifies the new allocation you are creating.

    Note: If you leave the description field blank, the description from the Existing Allocation Description field is the default.
    New Allocation Group

    Specify or select an allocation group.

    Main

    Use this tab to define required information for all allocations.

    Actual Type

    Use this tab to define an Actual type allocations.

    Budget Type

    Use this tab to define Current Year or Next Year Budget type allocations.