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TC-08114 : Create dynamic allocation for Workers Compensation based on headcount
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Process Area : F&A
Prerequisites
Statistical Account exists
Steps To Execute
Role: Kimray Accounting Supervisor 1. Navigate to Transactions ; Financial ; Create Allocation Schedule 2. Enter a Name Subsidiary and Frequency for this Allocation Schedule. Set Next Date = The last day of the accounting period 3. Set Allocation Mode to Dynamic Allocation 4. Under Dynamic Allocation set the Weight Source field as 95010 Employee Headcount and the Date Basis as Period to Date. 5. Verify that the Unit Type = Headcount and the Unit of Measure = People 6. In the Source subtab select an appropriate account (account balance should already exist in this account for the selected period) to allocate from. Select appropriate Department Location and/or Class to further filter the source criteria that should be allocated. Then click 'Add'. 7. In the Destination subtab for this exercise select one or more appropriate expense account(s) to allocate into. Select appropriate Department Location and/or Class (repeat this process as needed). Then click 'Add' 8. Click Save.
Expected Results
Allocation schedule successfully created. Source tab allows for multiple accounts departments and optionally locations to be selected Destination tab allows for various accounts departments and optionally locations to be selected Sample weights are not populated as these will be dynamically updated when the statistical journal is created. Schedule can be edited if needed