Activating or inactivating allocation details

This page allows you to activate or inactivate an allocation. The allocations that are already in “Active” status can be inactivated. The system updates the status of the allocation to “Inactive” and any further cost allocation or transfer cannot be done till the allocation is activated back. This page also allows you to activate an allocation that is in “Inactive” status. The system updates the status of the allocation to “Active”. The system also updates the login ID of the user and the system date along with the activation or inactivation details.

Select the “Activate/Inactivate” link from the “Select Allocation Details” page.

The “Activate/Inactivate Allocation Details” page appears.

The system displays the following:

Run No	The number identifying all the sequence of allocations that have been defined on a finance book for a particular accounting period.
Sequence No	The number identifying the particular allocation of the entire sequence of allocations, that has been defined on a finance book, for a specific accounting period.
Status	The status of the allocation which could be “Active” or “Inactive”.
Finance Book	The code identifying the finance book that has been mapped to the login organization unit and the business unit.
Accounting Year	The accounting year in which the allocation has been defined.
Accounting Period	The accounting period in which the allocation has been defined.
Allocate On	The type of cost that is involved in the allocation, which could be “Actuals”, “Budget” or “Both”.
Source Cost Center	The code identifying the cost center from which the incurred cost is transferred to other cost centers.
Description	A brief description of the cost center.
	Zoom facility available
Credit Cost Element	The code identifying the cost element against which the credit entries of the allocation are made.

Note: Value is present in this field, only if the “Use Credit Cost Element” parameter has been set to “Yes” in the “Set Parameters” activity of this business component.

Description	A brief description of the credit cost element.
	Zoom facility available

The system displays the following in the “Source Cost Elements Details” multiline:

Cost Element	The code identifying the cost element that has been mapped to the source cost center.
Allocation %	The percentage of cost to be transferred from the cost element.

The system displays the following:

Debit Cost Element	The code identifying the cost element against which the debit entries of the cost allocation process are made.
Description	A brief description of the debit cost element.
	Zoom facility available
Ratio/Percentage	A specification of whether the cost is allocated to the target cost elements by means of ratio or percentage.

The system displays the following in the “Target Cost Elements Details” multiline:

Cost Center	The code identifying the target cost center to which the allocated cost is transferred.
Cost Element	The code identifying the target cost element that has been mapped to the target cost center.
Ratio/Percentage	The ratio or the percentage of the cost from the source cost center that has to be allocated to the target cost center.

Click the “Activate” pushbutton to activate the cost allocation

Note: Allocations in “Inactive” status can only be activated.

The system activates the allocation and updates the status of the allocation to “Active”.

Click the “Inactivate” pushbutton to inactivate the cost allocation.

Note: Allocations in “Active” status can only be inactivated.

The system inactivates the allocation and updates its status to “Inactive”.

To proceed, carry out the following

Click the “Attach Notes” link at the bottom of the page to record observations pertaining to the allocation.