Activating or deactivating overhead allocation definitions

Instead of deleting a definition, you can simply deactivate it so that the system does not process it. You can activate it again, as needed, and place the definition in its original run order or select a new run order position.

Activating an overhead allocation definition

When you create a new definition, the system activates it by default unless you deactivate it. These steps apply to any definitions that you want to reactivate.

To activate an overhead allocation definition:

  1. From the Enterprise Decision Support home page, in the Cost Accounting section, click Costing Process Guide > Overhead Allocations.

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  2. To display the deactivated definitions in the list, click the Show only active definitions check box at the top of the page.

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  3. Hover your cursor in the Active column, and click Mark Active.

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    TIP: You can also activate the definition by clicking the notepad icon, and clicking the Activate toggle to Yes.

  4. In the Activate Allocation Definition dialog, do one of the following:
    • To activate the definition in its original run order position, click Activate and set this Allocation Definition to its original position (Run Order) and re-order the definitions that follow.
    • To activate the definition and place it in a different run order position, click Activate and set this Allocation Definition to be positioned after the following item. Then, from the drop-down, select definition to place the definition after.
  5. Click OK.

After you finish reactivating definitions, we recommend reviewing and editing the definition processing order, as needed.

Deactivating an overhead allocation definition

To deactivate an overhead allocation definition:

  1. From the Enterprise Decision Support home page, in the Cost Accounting section, click Costing Process Guide > Reclasses and OH Allocations > Overhead Allocations > Allocation Definitions.

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  2. In the Active column, click the check mark.

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    TIP: You can also activate the definition by clicking the notepad icon, and clicking the Activate toggle to No.

  3. In the Deactivate Allocation Definition dialog, review the message, and click OK to proceed.
  4. At the confirmation prompt, click OK.

After you finish deactivating definitions, we recommend reviewing and editing the definition processing order, as needed.