Before Running Allocations

Before you process cost allocations in JC Process Cost Allocation, you must first set up and define each allocation that you plan to use in JC Allocation Codes.

When you are ready to begin processing allocations, make sure that you have interfaced all costs on which the allocations will be based. If you perform an allocation and later discover costs were not interfaced from other modules or were otherwise not correct, do the following:

  1. Delete the cost adjusting entries created for the allocation using the Cost Adjustments form.
  2. Make sure you enter and interface all costs needed for the allocation in Job Cost.
  3. Run the allocation again.
Warning: Each time you run an allocation, costs will be calculated and posted. Re-running an allocation in the same month will not back out the previously allocated costs.