To define an allocation by copying

  1. Access Define Allocation (CA10.2). Select Copy to open Allocation Copy (CA10.6).
  2. Copy an allocation. Use the following guidelines to enter field values:
    Company

    Type or select the company number you are copying from.

    New Allocation

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

    Type a name and 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 defaults.
    New Allocation Group

    Type or select an allocation group.

    Main tab

    Use this to define required information for all allocations.

    Actual Type tab

    Use this to define an Actual type allocations.

    Budget Type tab

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