Copy an Allocation

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Expand/Collapse item  Overview

You can copy information from an existing allocation entry to a new allocation entry. This information can then be modified as necessary in Allocation Entry.

Expand/Collapse item  Before You Begin

  • You can copy an allocation entry only after entering a new allocation number in Allocation Entry, but before entering details about the allocation.

 

To copy an allocation

  1. Select General Ledger Main menu > Allocation Entry.

  1. In the Allocation No. field, enter a new allocation number. For more information, see Allocation Entry - Fields.

  2. Click Copy. In the Copy Allocation window, enter the allocation number for the allocation to copy. For more information, see Copy Allocation - Fields.

  3. Click Accept.

  4. In the Allocation Entry window, modify the copied information as necessary for the new allocation entry. Click Accept.

Information from an existing allocation entry is copied to the new allocation entry.