Selecting allocation for modification

This page allows you to select an allocation for modification. You can enter the run number, sequence number, the code identifying the finance book associated with the allocation, the accounting year and the period in which the allocation has taken place, directly if you are aware of them. Otherwise, you can search for the allocation based on the allocation details. The system retrieves the details of the allocations that are in “Active” status, for modification.

Select the “Edit Allocation” link present under the “Cost Allocation” business component.

The “Select Allocation Details” page appears.

Enter the following fields:

Run No	The number identifying all the sequence of allocations that have been defined on a finance book for a particular accounting period (Integer).
	Press the <Enter> key.
	The system retrieves the corresponding sequence numbers in the “Sequence No” field.
Sequence No	Use the drop-down list box to select 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. The system displays the minimum value by default.

Note: The combination of the run number and the sequence number must be valid for modification.

Finance Book	Use the drop-down list box to select the code identifying the finance book that has been mapped to the login organization unit and the business unit. All the finance book that has been mapped to the login organization unit and the business unit will be available for selection. The system defaults the first value by default on launch of the page.
Accounting Year	Use the drop-down list box to select the accounting year in which the allocation has been done. All the accounting years that are in “Open” status for the default finance book is available for selection. The system defaults the accounting year, in which the system date lies, by default on launch of the page.
Accounting Period	Use the drop-down list box to select the accounting period in which the allocation has been done. All the accounting periods that are in “Open” status for the default finance book is available for selection. The system defaults the accounting period, in which the system date lies, by default on launch of the page.

Click on the “Edit Allocation Details” pushbutton to modify the allocation details.

Enter the following fields in the “Search Criteria” group box to search for an allocation group that you want to modify. Data-entry into these fields is optional.

Run No From	The starting number in the range of run numbers that has been mapped to a finance book for an accounting period (Integer).
To	The ending number in the range of run numbers that has been mapped to a finance book for an accounting period (Integer).

Note: The value entered in this field must be greater than or equal to the value entered in the “Run No From” field.

Allocate On	Use the drop-down list box to select the type of cost that is involved in the allocation. You can select from “Actuals”, “Budget” or “Both”.
	Actuals – indicates that the allocation is done on the actual cost of a cost center.
	Budget – indicates that the allocation is done on the budgeted cost of a cost center.
	Both – indicates that the allocations can be done on both the actual and the budgeted cost of a cost center.
	The system displays “Actuals” by default on launch of the page.
Finance Book	Use the drop-down list box to select the code identifying the finance book that has been mapped to the login organization unit and the business unit. All the finance book that has been mapped to the login organization unit and the business unit will be available for selection. The system defaults the first value by default on launch of the page.
Accounting Year	Use the drop-down list box to select the accounting year in which the allocation has been done. All the accounting years that are in “Open” status for the default finance book is available for selection. The system defaults the accounting year, in which the system date lies, by default on launch of the page.
Accounting Period	Use the drop-down list box to select the accounting period in which the allocation has been done. All the accounting periods that are in “Open” status for the default finance book is available for selection. The system defaults the accounting period, in which the system date lies, by default on launch of the page.
Source Cost Center From	The starting code in the range of codes identifying the cost center from which the incurred cost is transferred to other cost centers (Alphanumeric, 10).
To	The ending code in the range of codes identifying the cost center from which the incurred cost is transferred to other cost centers (Alphanumeric, 10).

Note: The value entered in this field should be greater than equal to the value entered in the “Source Cost Center From” field.

User ID

The login ID of the user who created the allocation that you want to modify (Alphanumeric, 30).

Click the “Search” pushbutton to retrieve the allocation details.

The system retrieves and displays the following in the “Allocation Details” multiline based on the search criteria entered:

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.
Source Cost Center	The code identifying the cost center from which the incurred cost is transferred to other cost centers.

Check the box in the “Select” column of the multiline to mark an allocation for modification.

Select the “Edit Allocation Details” link from the bottom of the page to modify the selected allocation.