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Moving Allocations Between Cost Accounts

There may be occasions when you need to move allocations between cost accounts.  

Moving allocations that are not controlled by a cost account is as simple as changing the cost account for the allocation. Moving allocations that are controlled by a cost account involves moving the existing allocation to another cost account.  

Moving an allocation between cost accounts is not the same as using a transfer document. Moving an allocation simply reassigns the allocation to another cost account. Proliance creates transactions to record the movement of the allocation from one cost account to another.

By comparison, you use a transfer document if you need to submit the transfer to a formal workflow. When you transfer allocations, they remain in their current cost accounts, but the budget or cost amounts are moved to another cost account. For more information, see "About Transfers".  

 To move a line item to another cost account

1. Open the Cost Accounts register.
2. Select the cost account that contains the allocations to be moved.
3. Click the Line Items page.
4. Click Edit.

5. From the list of budget or cost allocations, select the allocations that you want to move.

6. Click Transfer.

The Cost Account dialog box appears.

7. Click Add next to the cost account that you want to move the allocations to.
8. Click OK.

Proliance moves the allocations to the selected cost account. The allocations no longer appear on the current cost account's Line Items page.