Creating MassAllocation Batches
You can create a new MassAllocation batch or copy an existing batch.
Prerequisites
Post journals to ensure that the existing balance for your allocation cost pool is current.
To create a MassAllocation batch:
1. Navigate to the Define MassAllocations window.
2. Enter a Name for the MassAllocation batch.
3. Choose Actual or Encumbrance from the Balance Type poplist, for the types of balances to use in your mass allocation batch.
4. Enter a Description for the MassAllocation batch.
5. Choose Formulas to enter MassAllocation formulas.
6. After entering the formulas, save your work.
7. Choose Validate All to validate the batch, as well as all previously unvalidated batches. If you do not validate all batches, General Ledger will ask if you want to validate all unvalidated batches when you close the Define Mass Allocations window.
8. Check the MassAllocation batch validation status.
9. Generate unposted journal batches from your MassAllocation formulas.
To copy an existing MassAllocation batch:
1. Navigate to the Define MassAllocations window.
2. Enter a Name for the new MassAllocation batch.
3. Choose the AutoCopy button, then choose the MassAllocation batch that you want to copy.
4. Change the Balance Type as needed.
5. Enter a Description for the new MassAllocation batch.
6. Choose Formulas to modify the MassAllocation formulas that you copied.
7. After modifying the formulas, save your work.
8. Choose Validate All to validate the batch.
9. Check the MassAllocation batch validation status.
10. Generate unposted journal batches from your MassAllocation formulas.
See Also
About MassAllocations
MassAllocation Example
Creating Allocation Entries
Generating MassAllocation Journals
Creating Journal Batches
Entering Journals
Creating MassAllocation Formulas
Validating MassAllocation and MassBudget Batches
Posting Journal Batches