This form is used to enter allocations over a contract period; see Work order contract [Details] [Assignment].
The entry wizard works as follows:

• First list: If items of equipment having a Cost center are linked to the period, the first list is pre-filled in with the cumulative amounts according to cost center. These amounts can be changed. You can also delete or add lines (one per cost center).
• Second list: The list of instalments of each cost center is initialized according to the frequency of the schedule (for example, 12 lines for a monthly schedule over a one-year period).

 

Procedure

1. Select a cost center line by simply clicking on the first list.
   → The list of schedules for this cost center is displayed.
   
   
2. For each installment, enter a percentage or an amount
   → The amount or percentage and the cumulative amount are updated. The cumulative amount of the last instalment must be that of the total to be allocated from the cost center line.
   
   
3. Start the operation over for each cost center line.
   
   
4. Confirm.
   → The assignment lines are carried over to the [Assignment] tab of the Contract period.

 

Installment details

• Installment number: from 1 to n for the number of instalments.
• Percentage to be allocated: The sum of the percentages of the instalments of a cost center must be equal to 100.
• Amount to be assigned: Total to be assigned × Percentage to be assigned
• Posting date: Date when the incurred entry and the corresponding release entry are generated.
• Cumulative amount: Total of the amounts for the cost center for the filled in instalments.