Setting Up the CAPA Table
Process
This job aid describes the process for setting up the CAPA Table. CAPA is used for running periodic cost allocation jobs. A new CAPA record is needed for each ew cost allocation job.
Follow the steps below:
Use Global Search by Page Code to open a page
On the Global Search bar, click the drop-down.
Check the Page Code check box:
In the Global Search bar enter: CAPA
Select CAPA Cost Allocation Process Parameters
2. Click Search
3. Select the '+' to insert
4. The "magic wheel" or "settings gear" allows for configuration on the new line you are inserting. The order that the fields are selected will indicate how they align on the blue highlighted new line.
Click the "magic wheel", select in the following order
Run Cycle
Allocation Frequency (Depending on the value shown will determine which of the following fields need input, but select them all)
Accounting Period
Fiscal Quarter
Daily Run Date
Fiscal Year
Data Source
Retain Fiscal Year
Offline Validation Date
Transaction Code
Transaction Prefix
Transaction Department
Transaction Unit
Click OK
5. Enter Parameter ID: ex K200
6. Select Offline Validation on Run Mode
7. Select Allocation ID: ex AAAA
8. Select Multiple on Run Cycle
9. If the Allocation Frequency is
Daily, select Daily Run Date
Monthly, select respective APD
Quarterly, enter the Fiscal Quarter (NOTE: if Allocation Frequency is NOT quarterly, leave Fiscal Quarter blank)
10. Select the respective Fiscal Year, ex 2024
11. Select 17 on Data Source
Scroll blue line to left'
12. Select respective Date on Offline Validation Date.
13. Select CA on the Transaction Code.
14. Select CA on Transaction Prefix.
15. Select respective Transaction Department
16. Select the respective Transaction Unit if desired.
17. Review Setup and select Save
