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Setting Up JC Allocation Codes

JC Allocation Codes define how indirect costs allocate across active jobs automatically (instead of manual cost adjustments on each job). Vista supports up to 255 codes. After setup, run Processing JC Cost Allocations.

Before you start​

  • JC Cost Types, jobs, and JC Departments you will include exist.
  • Know the allocation basis (Costs, Hours, or Revenue), date option, and amount or rate.
  • Have debit and credit GL accounts ready for when allocation costs post.
  • You have permission to maintain allocation codes.

Steps​

  1. Open JC Allocation Codes and create a code (description that operators will recognize on the Process form).
  2. Set Basis to Costs, Hours, or Revenue.
  3. Set Date Option to month, actual date range, or posted date range. Set Allocate Amount or Rate.
  4. For Costs or Hours basis, set Cost Types to Include (manual entry or File > Initialize Cost Types).
  5. Optionally filter Jobs to Include and Departments to Include (manual or File > Initialize Jobs / Initialize Departments). Leave broad (all) when the allocation should hit every active job / department in scope.
  6. Optionally designate a target phase and/or cost type for the allocation posting. Specify GL debit and GL credit accounts used when allocation costs post (both sides, not credit-only).
  7. Save. Process with Processing JC Cost Allocations. The Process form shows the criteria from this code and prompts for amount when none is stored on the code.

Example pattern: monthly small-tool expense distributed by labor cost. Basis Costs, Cost Types include Labor, Date Option M-By Month, fixed Amount, Jobs and Departments All.

Notes​