On this tab, you can enter general information about the project costs allocation document: the date, entity, and transaction type.
It is recommended that you first select Allocation of Indirect Costs in the Transaction Type field—this enables the fields appropriate for allocation of indirect costs.
The "Project Cost Allocation (create)" form. The Main tab
<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.
In the Entity field, select the legal entity of your company for which this document is being prepared. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.
| Note. Any cost allocation is performed in the accounting currency. |
In the Comment field, you can enter any information related to this allocation.
The toolbar buttons
After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document. For other button descriptions, see Document Toolbar.