Setting Up EM Allocation Codes

EM Allocation Codes automate indirect equipment cost allocations (as opposed to manual cost adjustments). Run them with Process EM Cost Allocations, which creates an EM Cost Adjustment batch for review and posting.

Before you start

• EM Cost Codes, cost types, and GL accounts for debit/credit posting exist.
• Know the allocation basis (Costs, Hours, Revenue, or Variable) and whether calc is by month or date range.
• Decide scope: All, Assigned, or Prompted for equipment, department, and category.

Steps

1. Open EM Allocation Codes.
2. Enter the allocation code (0-255) and description (≤30 characters).
3. Set the basis: Costs, Hours, Revenue, or Variable.
4. Choose calculation by month or date range, and whether the allocation uses a fixed/custom amount or a rate.
5. Set scope for equipment, department, and category independently as needed:
   • All
   • Assigned (only codes you list on the form)
   • Prompted (ask during Process EM Cost Allocations)
6. Complete Post Options: cost code, cost type, and debit/credit GL accounts for the generated adjustment.
7. Use custom-field variables when Variable basis needs formula inputs the form supports.
8. Save.
9. Process allocations on the monthly (or range) cycle with Process EM Cost Allocations; review the resulting cost adjustment batch before posting.

Notes

• Allocation codes automate indirect costs; they do not replace direct cost adjustments for one-off corrections.
• Related: Process EM Cost Allocations, Performing EM Cost Adjustments, EM Cost Codes, EM Departments.