Copying, Renaming, or Deleting Allocation Steps
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Page Name |
Definition Name |
Usage |
|---|---|---|
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GL_ALC_COPY |
Create new steps that are identical or similar to the ones that you already defined. Also rename or delete an allocation step. |
The PeopleSoft Allocations process requires several steps. Chances are that some of the steps in a single allocation—or even steps for a different allocation altogether—can be quite similar. It's possible to use identical steps in several allocations simply by specifying the step name; there is no limit to the number of times or places that you can use a given step.
Use the Copy / Rename / Delete Allocation Step page (GL_ALC_COPY) to create new steps that are identical or similar to the ones that you already defined.
Also rename or delete an allocation step.
Navigation:
This example illustrates the fields and controls on the Copy / Rename / Delete Allocation Step page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Action |
Select one of the action options: For Copy or Rename, the New Step field is available. Use this field to identify the new step or rename the original one. If you select Delete, the process purges the step definition from the system. If you rename to delete a process step, the process automatically updates the allocation process groups. |
Allocation Step |
Select the step that you want to manipulate. |
Add Step to Allocation Groups |
When you copy a step, you can choose one of the following options to add the step to the process group where the process step, used to copy the new step, exists:
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