English
In this GEN-8, you will learn everything there is to Corporate Allocations, a powerful tool in SunSystems that enables users to allocate costs and revenues across different entities, departments, products, and projects.
By taking this course, you will gain in-depth knowledge and practical skills in redistributing costs, apportioning expenses and intercompany costs, uplifting budgets, measuring performance, implementing activity-based costing, and many more.
The course first covers the purposes and common uses of Corporate Allocations, then delves into the core components of each allocation and how the tool runs.
Corporate Allocations can be an invaluable financial management tool for accountants at all levels, including management, financial, and cost accountants.
If you are looking to streamline your cost and revenue allocation processes, analyse financial data more effectively, and make more informed strategic decisions, we highly recommend taking our Corporate Allocations course.
This chapter delves into the fundamentals, from logging in and out of the system to resetting your password and other nifty tricks.
Include questions a potential student may have before purchase.
This chapter explains the anatomy of Corporate Allocations, including acronyms such as CAS, CAT, CAR, and CAA. You will also learn how to set up percentages for typical allocations and create source transactions, target amounts, allocation ratios, and rules for their allocation process.
Chapter 5 – Run Corporate Allocations This chapter explains how you can use allocation details defined in previous lessons, including sources, targets, allocation ratios, rules, and the Corporate Allocations Run function, to validate rules and post allocations to targets.
In this chapter, you will learn the step-by-step procedures to run two types of reports using the Report Manager (RMA) function: the Account Listing report and the Journal Listing report.
Reasons to not overlook our GEN-8 Infor SunSystems v6.4 Corporate Allocations:
Learn how to allocate various types of costs and revenues across different entities, departments, products, and projects. With this knowledge, you can streamline your cost and revenue allocation processes and ensure that resources are used effectively.
Discover how to create allocation rules based on different criteria, such as percentage splits, headcount, square footage, and transaction volumes. By understanding how to configure these rules, you can save time and effort on manual allocations and ensure that they are accurate and consistent.
Learn how to view the results of allocations in real-time and drill down into the details of underlying transactions. This can help you identify inefficiencies and make more informed decisions, leading to better financial outcomes for your organisation.
Overall, GEN-8 can help you develop essential financial management skills and be more efficient when making strategic decisions.
Introduction
Login
Logout
Change Password
Change Business Unit
Home page and Navigation
Learning Check
Introduction
FREE PREVIEWCorporation Allocations Overview
FREE PREVIEWCorporation Allocations Process
Apportioning Expenses Scenario
Learning check
Introduction
FREE PREVIEWAmend P&L and Memo Account Codes
FREE PREVIEWHands-on: Define the Allocation Components (Amend P&L and Memo Account Codes)
Hands-on: Define the Allocation Components (Amend P&L and Memo Account Codes) with instructions
Create and post a Journal for the P&L Account
Hands-on: Define the Allocation Components (Create and Post a Journal for the P&L Account)
Hands-on: Define the Allocation Components (Create and Post a Journal for the P&L Account) with instructions
Create and post a Journal for the Memo Account
Hands-on: Define the Allocation Components (Create and Post a Journal for the Memo Account)
Hands-on: Define the Allocation Components (Create and Post a Journal for the Memo Account) with instructions
Create a new Allocation Source
Hands-on: Define the Allocation Components (Create a new Allocation Source)
Hands-on: Define the Allocation Components (Create a new Allocation Source) with instructions
Create a new Allocation Target
Hands-on: Define the Allocation Components (Create a new Allocation Target)
Hands-on: Define the Allocation Components (Create a new Allocation Target) with instructions
Create a new Allocation Ratio
Hands-on: Define the Allocation Components (Create a new Allocation Ratio)
Hands-on: Define the Allocation Components (Create a new Allocation Ratio) with instructions
Create a new Allocation Setup
Hands-on: Define the Allocation Components (Create a new Allocation Setup)
Hands-on: Define the Allocation Components (Create a new Allocation Setup) with instructions
Learning check
Introduction
FREE PREVIEWRun the Corporate Allocation
FREE PREVIEWHands-on: Run the Corporate Allocation
Hands-on: Run the Corporate Allocation with instructions
Learning check
Introduction
FREE PREVIEWAccount Listing
FREE PREVIEWHands-on: Inquiries & Reports (Account Listing)
Hands-on: Inquiries & Reports (Account Listing) with instructions
Journal Listing
Hands-on: Inquiries & Reports (Journal Listing)
Hands-on: Inquiries & Reports (Journal Listing) with instructions
Learning check
What happens next?
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