Before the auto-allocation process, user must assign the cost objects to equipment. In order to apply the allocation, user is required to select one or more equipment that has the auto-allocation. Equipment with assigned auto-allocation that are not selected will not receive allocations.
Hover a mouse pointer over the Allocations menu link to display its drop-down menu.
Slide a mouse pointer over to the Allocations to display its menu.
Click Equipment Hours/Costs to open the Allocate Equipment Hours/Other Costs screen.
If applicable, select a location from the Location drop-down list.
From the Allocate Equipment Hours/Other Costs screen, select an organization from the Organization drop-down list.
The All Groups option in the Group drop-down list is selected by default. Select a specific equipment group from the Group drop-down list to display its equipment types in the Type drop-down list. Otherwise, proceed to the next step.
The All Types option in the Type drop-down list is selected by default. Select a specific equipment type from the Type drop-down list to display its equipment VINs/Unique IDs in the Equipment list box.
Enter the timesheet date into the Allocation Date text box.
Select one or more equipment from the Equipment list box. The hours are displayed.
Ensure the allocate hours match the auto-allocations for the selected equipment.