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Before allocating cost distribution to a Shopping Cart, you must first perform Account Assignment for all accounts to be used in the allocation.    

Create a New Account Assignment

1. In the Cost Distribution page, clickAdd Account Assignment.
   
   The system displays the Account Assignment page.
   
   
2. Click beside the Account Assignment text box, and select an entry, or...
   
   Click in the text box, and type an entry.
   
   
3. Click in the Cost Center text box, and type an entry, or...
   
   Click beside the text box.
   
   The system displays a Large List Pop-up window in which you can search for a Cost Center.
   
   
4. Click to move to the next page.
   
   The system displays your selected Account Assignment and Cost Center, and text-entry fields for child values.
   
   
5. Click in a child value text box, and type an entry, or...
   
   Click beside the text box.
   
   The system displays a Large List Pop-up window in which you can search for a child value.
   
   
   
6. Click in the next child text box, and type an entry, or...
   
   Click beside the text box.
   
   The system displays a Large List Pop-up window in which you can search for a child value.
   
   
7. Repeat steps 4. through 7. until you have added all necessary values.
   
   
   
8. When you are finished adding values, click:
   

• [Save] to save the new Account Assignment and return to the Cost Distribution page, or
  
  
• [Cancel] to discard the new Account Assignment and return to the Cost Distribution page. 

Edit an Existing Account Assignment

1. In the Cost Distribution page, click beside the Account Assignment.
   
   The system displays the Account Assignment page, displaying the selected Account Assignment, and associated values of Cost Center, GLCode and GLCode2.
   
   
2. Edit the Account Assignment information using the data entry fields explained above.
   
   

3. When you are finished editing values, click:
   

• [Save] to save the new Account Assignment and return to the Cost Distribution page, or
  
  
• [Cancel] to discard the new Account Assignment and return to the Cost Distribution page. 

Delete an Account Assignment

In the Cost Distribution page, click beside the Account Assignment.

The system deletes the Account Assignment.

ERP Value Search Page

Use the ERP Search Value page to search for ERP values by ERP ID or by Description:

1. Click beside the Search by text box, and select either ERP ID or Description.
   
   
2. Click in the Search <value> values text box, and type a criteria to search by. This can be:

• To search by ERP ID, you can type any number of text characters followed by a wildcard (*)  character.  The system will  search for any value beginning with the entry.
  
  
  For example: the entry 4-3* will return the values: 4-3, 4-3a, 4-300, 4-3000 and so on.
  
  
• To search by Description, you can type any combination of  text characters and wildcard (*)  characters. The system will  search for any value containing with the entry.
  
  For example: 
  
  The entry 4-3* will return the values: 4-3, 4-3a, 4-300, 4-3000 and so on.
  
  The entry *4-3 will return the values: 4-3, 1234-3, 14-3, A4-3 and so on.
  
  The entry *4-3* will return the values: 4-3, 4-3a, 14-3, 44-3056 and so on.
  
  

3. When you are finished selecting criteria, click:
   

• [Search] to search for values, or
  
  
• [Cancel] to cancel the search and return to the Account Assignment page. 
  
  

The system displays a Results table of all matching values.

4. Click beside the value you want to use.
   
   
   The ERP Value Search page closes the value you selected is displayed in the Account Assignment page.

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