Work with Cost Allocation Templates

A Cost Allocation template can be used to capture the settings for similar Cost Allocations. The initial settings when creating a template are retrieved from Cost Allocation setup. You can change the values of the fields per template if necessary. For explanation of the fields see the previous paragraph (Cost Allocation Setup).

Follow the steps below to create a Cost Allocation Template

1. Open window Cost Allocation Template by selecting Departments - Compliance - Control - Cost Allocation - Cost Allocation Template and select New (Ctrl+N).

2. On FastTab General:

Name: Enter a suitable short name for the Cost Allocation template. Tip! You can consider to allow manual numbers in the chosen No. Serie to be able to use recognizable names instead of numbers.
Description: Enter a description for the template.

3. On FastTab Dimensions: Here you can define (optional) the dimension values to be used for analysis purposes for the Cost Allocation. At modification of dimensions the changes may be applied to the dimensions in the allocation lines.

Some tips:

If the field Use Allocation is checked you can enter Allocation Lines by selecting Actions (Alt+F10), Line, Allocation Lines. Here you can also enter dimensions per allocation line by selecting Actions (Alt+F10), Line, Dimensions
You can define (optional) the dimension values to be used for analysis purposes for the Cost Allocation template.

Use of dimensions

You can define (optional) the dimension values to be used for analysis purposes for the Cost Allocation template.
If the field Use Allocation is checked you can enter Allocation Lines by selecting Actions (Alt+F10), Line, Allocation Lines. Here you can also enter dimensions per allocation line by selecting Actions (Alt+F10), Line, Dimensions.