Setting up Corporate Allocations

Corporate Allocation Setup is completed in two parts. Firstly, the Corporate Allocations Definition Header form:

  1. Open Corporate Allocation Setup (CAD) from the main SunSystems menu.
  2. Specify this information:
    Allocation Setup Code
    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
    A descriptive name which becomes the transaction description for any generated transactions, unless they are generated at transaction level.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Description
    The description for this corporate allocation setup. It is used to identify the allocation setup on reports and inquiries.
    Short Heading
    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
    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.
  3. Save your changes.