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Add allocation codes

You can add allocation codes at various points. You can then link the cost centre to the ledger accounts.

To add an allocation code:

  1. Go to: Financial / Allocation / Allocation code.
  2. Click on: New.
  3. Select the allocation axis.
  4. Complete the fields.

    If applicable, enter a value for this allocation code in the Selection value field. You can make selections based on the Selection value in a number of allocation overviews.

  5. Select the Track quantities check box if both amounts and quantities should be tracked for the allocation code. In this case both the amount and the quantity should be entered when posting entries.
  6. Click on: Finish.

To add an allocation code for an axis:

  1. Go to: Financial / Allocation / Allocation axis.
  2. Open the properties of an allocation axis.
  3. Click on: New.
  4. Complete the fields.

    If applicable, enter a value for this allocation code in the Selection value field. You can make selections based on the Selection value in a number of allocation overviews.

  5. Select the Track quantities check box if both amounts and quantities should be tracked for the allocation code. In this case both the amount and the quantity should be entered when posting entries.
  6. Click on: Finish.

See also

Directly to

  1. Configure the allocation
  2. Activate the Allocation functionality
  3. Specify settings
  4. Configure allocation axes
  5. Add allocation codes
  6. Link allocation codes to ledger accounts
  7. Collectively delete allocation assignments
  8. Set preferred allocations
  9. Renumber allocation codes
  10. Allocation dependencies
  11. Configure the allocation breakdown

Process

Allocation