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Contents of the Manage Multi-Job Allocation Cost History Screen

Use the fields and options to configure the Manage Multi-Job Allocation Cost History screen.

Identification

Field Description
Allocation Code

Use to access the appropriate allocation code used on the Manage Multi-Job Allocation Information screen.

Functional Currency

This non-editable field displays the functional currency of the database in which you are working.

Total Amount Allocated

This non-editable field displays the total amount allocated for this allocation code. If you have used this type of allocation in your previous system, you must manually enter the allocated amount in this column.

Table Window

The data in this table is automatically populated by the Create Multi-Job Allocation Entries process. You usually do not have to enter data into this table. Enter data only if you are initializing in the middle of the fiscal year and have had a similar type of allocation in your previous system. If you are using this type of allocation for the first time, the Create Multi-Job Allocation Entries process automatically computes the year-to-date amounts needed for the allocation.

Field Description
Fiscal Year

Enter, or click to select, a valid fiscal year.

Period

Enter, or click to select, a valid period.

Project

Enter, or click to select, a valid project that received an allocation amount.

Account

Enter, or click to select, a valid debit account. You must have designated this account as the debit account for this project/organization combination on the Manage Multi-Job Allocation Information screen. When Costpoint calculates the multi-job allocation entry, it looks to the account entered here to arrive at the current amount to post.

Organization

Enter, or click to select, a valid organization. You must have designated this organization as the debit organization for this project/organization combination on the Manage Multi-Job Allocation Information screen. When Costpoint creates the multi-job allocation entry, it looks to the organization entered here to arrive at the current amount to post.

Amount Allocated

Enter the amount previously allocated. This field is updated after you create multi-job allocations.