Copy Step

Explanation

This activity is used to copy steps from one cost allocation procedure to another. Copying steps is facilitated since steps in a procedure are usually similar for each period.

Prerequisites

In order to perform this activity:

• The step to be copied should be available in an existing cost allocation procedure.
• The status of the procedure to which the step is copied should have the Defined or Active status. If you want the copied step to replace any existing step in the destination procedure, the status of the destination procedure should be Defined.

System Effects

As a result of this activity, the selected step/steps are copied to the procedure. The activity may also result in factors and distributions connected to the original step being copied from the source procedure to the destination procedure. If you copy steps from a procedure with Actual allocation type to a procedure with Budget allocation type or vice versa, the step type of the relevant steps will be automatically changed as follows.

Allocation Type of the Original Procedure	Allocation Type of the Destination Procedure	Steps Replaced
Actual	Budget	The Generate Voucher step type is changed to Create Budget Allocation step type. The Update Voucher step type is changed to Update Budget step type.
Budget	Actual	The Create Budget Allocation step type is changed to Generate Voucher step type. The Update Budget step type is changed to Update Voucher step type.

Pages

PCA Step Definition

Activity Diagrams

Specify/Copy Steps