About the JC Allocations Initialize Form
This form is used to initialize cost types, jobs, or departments for allocation, depending on which initialization option you selected.
It is accessed by selecting the Initialize Cost
Types, Initialize Jobs, or Initialize Departments options from the File menu of JC
Allocation Codes.
- Initializing Cost Types - If you accessed this form via the Initialize Cost Types option, the forms displays an ‘Available Cost Types’ selection box and a ‘Cost Types to be Included’ box. Use the Add All button to add all cost types for initialization. Otherwise, from the list of available cost types, select the cost types you want to initialize (using the Shift key for consecutive selection or the Ctrl key for non-consecutive selection), and click the Add button. Once you have finished adding the cost types you want to initialize, click the Update Cost Types button. This will add the selected cost types to the Cost Types to Include tab in JC Allocation Codes.
- Initializing Jobs - If you accessed this form via the
Initialize Jobs option, there will be an ‘Available Jobs’ selection box and a
‘Jobs to be Included’ box. Use the Add All button to add all jobs for
initialization. Otherwise, from the list of available jobs, select the jobs you
want to initialize (using the Shift key for consecutive selection or the Ctrl
key for non-consecutive selection), and click the Add button. Once you have
finished adding all the jobs you want to initialize, click the Update Jobs
button. This will add the selected jobs to the Jobs to Include tab in JC
Allocation Codes. The Include Soft Closed Jobs and Include Hard Closed Jobs
checkboxes control whether the Available Jobs list will include closed jobs.
When you check one or both of these boxes, the system will automatically adjust
the jobs shown in the Available Jobs list box to include soft and/or hard closed
jobs.Note: Unchecking either of these boxes will automatically remove hard- and/or soft-closed jobs from the Jobs to be included in allocation list box.
- Initializing Departments - If you accessed this form via the Initialize Departments option, there will be an ‘Available Departments’ selection box and a ‘Departments to be Included’ box. Use the Add All button to add all departments for initialization. Otherwise, from the list of available departments, select the departments you want to initialize (using the Shift key for consecutive selection or the Ctrl key for non-consecutive selection), and click the Add button. Once you have finished adding all the departments you want to initialize, click the Update Departments button. This will add the selected departments to the Departments to Include tab in JC Allocation Codes.
Click the link below for more information.
