Defining an allocation code

Use this procedure to define allocation codes, which will enable you to allocate to multiple accounting units or companies. The amount allocated is based on fixed statistical values defined on this form.

To define an allocation code, complete these steps:

Access Allocation Code (CA05.1).
Select New Code to open Define Allocation Code (CA05.2)
Define an allocation code and description.
Select the Add function and exit the form.
From Allocation Code (CA05.1), select the allocation code you defined in step 2.
Define the allocation parameters. Use these guidelines to specify the field values:

Position To

You can specify a company, or an accounting unit where you want to begin an inquiry.

Company

Select the company number that you want to allocate.

Accounting Unit

Select the accounting unit that you want to allocate.

Value

This field determines the percentage allocated to the company and accounting unit. The system calculates the percentage by dividing the line value by the total value. The total percentage always equals 100 percent regardless of what the total values are. For example, 3500 (for the square footage) or 115 (for the number of employees)

Related Reports and Inquiries


To	Use
List allocation codes	Allocation Code Listing (CA205)
Maintain allocation codes from a non-Lawson source	Allocation Code Interface Maintenance (CA60)
Update the List allocation interface codes	Allocation Code Interface (CA160)
List allocation interface codes (from a non-Lawson source)	Allocation Code Interface Listing (CA260)