Setting up Corporate Allocations
Corporate Allocation Setup is completed in two parts. Firstly, the Corporate Allocations Definition Header form:
- Open Corporate Allocation Setup (CAD) from the main SunSystems menu.
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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:
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- Header Information
- General
- Options
- Currency.
- Save your changes.