This form is an aid for creating allowances.
It is designed to copy the allowances of the past year to the current year, but you can also use it to copy allowances from one Cost center to another.
For rules on how to use the fields, see Detail form.
Procedure
- Select the target and source fiscal years and, if applicable, enter a variation coefficient, then click on the "Display" button.
→ The allowances of the source fiscal year are displayed with the following characteristics:
- Posting date = Posting date in the source fiscal year + difference between the start dates of the two fiscal years (same date if the target and source fiscal years are identical).
- Amount = Initial amount + (Initial amount × variation)/100
- Comments = Initial comment concatenated with "Copy to fiscal year xxx."
Comment: An allowance is only offered if the cost center is active in the target year.
- If necessary, change the list of allowances:
- Select the line and change the cost center, type of work, type of cost, amount, assignment date, or comment,
- Check the lines that you wish to create and click on the delete icon
.
- Confirm
.
→ The allowances of the list are created.
For details about the attributes, see Cost center allowances [Results].