Edit Allocation – A summary of the activity

This activity facilitates modification of the details of allocations that are in “Active” status. You can select the allocations that are in “Active” status by searching for them based on certain search criteria like the run number, the code identifying the finance book that has been mapped to the business unit and the accounting period in which the allocation takes place.

Once the allocation details are retrieved, modifications can be made to almost all the details except for the accounting period, finance book, allocate on option and the source cost center from which cost is allocated. If the allocation has allocation basis already defined then those details can also be modified. If allocation basis has not been defined previously, then it cannot be freshly added in this activity. This activity also allows you to record your observations pertaining to the allocation.

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