Allocation Rules: Implementation Checklist
The following tables provide details that you can use to ensure that the system is configured properly for the creation of allocation rules.
| Form | Things to Check | Notes |
|---|---|---|
| Enable/Disable Features (CS100000) form | Make sure that the Standard Financials and General Ledger Allocation Templates (under Advanced Financials) features have been enabled. | |
| Multiple forms | Make sure that the minimum configuration of the company has been performed and the general ledger functionality has been implemented, as described in Company Without Branches: General Information Company with Branches that Do Not Require Balancing: General Information, and General Ledger: General Information. | |
| Ledgers (GL201500) form | Make sure that the ledgers used for allocations have been created. | |
| Chart of Accounts (GL202500) form | Check whether the necessary accounts have been created, and create them if not. |
Additional Configuration to Confirm
If your company uses subaccounts, the subaccounts have to be configured, as described in Subaccounts: Implementation Activity.