Corporate Allocation Setup (CAD)
The Corporate Allocation Setup (CAD) is in two parts. Firstly, the Corporate Allocations Definition Header form:
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Specify this information:
- Allocation Setup Code
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A code to identify the allocation. This code is used for each allocation sequence and is selected in Corporate Allocation Run (CAL) when you want to perform the allocation.
- Name
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A descriptive name which becomes the transaction description for any generated transactions, unless they are generated at transaction level.
- Lookup Code
- Description
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The description for this corporate allocation setup. It is used to identify the allocation setup on reports and inquiries.
- Short Heading
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The short heading is a shortened version of the corporate allocation setup description to be used instead of the full name where space is limited.
- Allocation Steps
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This option takes you to the second part of the corporate allocation setup, the Corporate Allocation Rules form which contains the following:
- Header Information
- General
- Options
- Currency.
- Save your changes.