Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Choose the cost object that you want to replace. So if you know you want to replace all allocations assigned to 0000002 to be reassigned to 0000006, choose 0000002 from the list.

Panel


Figure 13: The replace page

...

Specify the details of the replacement:

  1. Choose the new cost object you would to which you would like charges assigned.
  2. Choose a replacement date. This date will be used as the end date for existing allocations (using 0000002 in this example) and the start date for new allocations (using 0000006 in this example). You can specify any date from the first of the current month forward.
  3. Choose the charge categories you want the replacement to affect, or click "Select All" to select all charge categories. Your replacement will only affect allocations for the selected charge categories.
  4. Choose the lab identities you would like the replacement to affect, or choose "Select All" to select all of the lab identities that have allocations for the selected cost object and charge categories on the effective date. Note: if there are no affected lab identities for the cost object selected for the selected charge categories, no lab identities will be listed. So in this case, if there were no Fab Processing allocations using cost object 0000002 on 7/7/2009, then no lab identities would be listed and you would not be able to complete the replace as it would have no effect.
  5. Click "Replace" to apply your changes. Note that this page can be used to make fairly large scale changes, and currently there is no "Are you sure?" message or "undo" function. So make sure you are performing the correct operation before clicking "Replace."