You can create MassAllocation batches that include ledgers that have the same chart of accounts as the data access set of your current responsibility. When you generate the MassAllocation batches, you must have read-only or read and write access to the ledger and balancing segment value or management segment value to generate MassAllocation journals. For information on generating MassAllocation batches, see Creating MassAllocation Batches.
You can create a new MassAllocation batch or copy an existing batch.
Prerequisites
Post journals to ensure that the existing balance for your allocation cost pool is current.
Navigate to the Define MassAllocations window.
Enter a Name for the MassAllocation batch.
Choose Actual or Encumbrance from the Balance Type poplist, for the types of balances to use in your mass allocation batch.
Enter a Description for the MassAllocation batch.
Choose Formulas to enter MassAllocation formulas.
(Optional) Select the Enable Security checkbox to apply Definition Access Set security to your MassAllocation formula. Definition Access Sets are an optional security feature that enables you to control access to your General Ledger definitions. For example, you can prevent certain users from viewing, making changes, or using your MassAllocation formula. If you do not enable security, all users will be able to use, view, and modify your MassAllocation formula.
If the Assign Access function is available for your responsibility, the Assign Access button is enabled once you check the Enable Security checkbox. Choose the Assign Access button to assign the definition to one or more Definition Access Sets with the desired privileges. For information on defining access sets, see Definition Access Sets.
If the Assign Access function has been excluded from your responsibility, you will not be able to view the Assign Access button in the Define MassAllocation window. You can still secure the MassAllocation formula by checking the Enable Security checkbox, but only Definition Access Sets that are AutoAssigned will be automatically assigned to this MassAllocation formula. See your System Administrator for more information on Function Security.
After entering the formulas, save your work.
Generate unposted journal batches from your MassAllocation formulas.
Navigate to the Define MassAllocations window.
Enter a Name for the new MassAllocation batch.
Choose the AutoCopy button, then choose the MassAllocation batch that you want to copy.
Change the Balance Type as needed.
Enter a Description for the new MassAllocation batch.
Choose Formulas to modify the MassAllocation formulas that you copied.
(Optional) Select the Enable Security checkbox to apply Definition Access Set security to your MassAllocation formula.
After modifying the formulas, save your work.
Generate unposted journal batches from your MassAllocation formulas.
You can secure your MassAllocation definition using definition access sets. Definition access sets are an optional security feature that enables you to control use, view, and modify access to your General Ledger definitions.
The following describes what Use, View, and Modify access mean as it pertains to MassAllocations:
Use Access: Enables you to generate the MassAllocation and assign them to AutoAllocation Sets. You can also schedule MassAllocations from the Define MassAllocation window if you also have View access. If you have Use privileges only, you will not be able to view or make changes to the MassAllocation definition.
View Access: Enables you to view the MassAllocation definition from the Define MassAllocation window. You will not be able to generate or make changes to the MassAllocation definition.
Modify Access: Enables you to view and make changes to the MassAllocation definition from the Define MassAllocation window. You will not be able to generate the MassAllocation definition.