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Allocation Overview
Allocations are used to distribute dollar amounts to
various receiving accounts based on predefined percentages. You can only
allocate to propertiescompanies
to which you have propertycompany access rights. When creating an allocation,
you complete the following tasks:
- Establish a calculation
for the distribution.
- Select the accounts
and propertiescompanies that are affected by the allocation process.
- Establish the
amounts that are to be distributed to each account.
Allocations are limited to a percentage distribution.
An allocation detail must total 100% before it is saved.
Note
Depending on the applications purchased by your company,
allocation related tabs can display from either eFinancials or ePO menus.
Setup Details
PropertiesCompanies
must already be set up and available for selection. Refer to Properties
Overview for more information.
Expense codes must already be set up and available
for selection. Refer to Expense Codes
Overview for more information.
Note
Setting up allocations is optional. If you do not want
to use the allocation option, do not set up. Allocations can be set up
at any time because they do not affect the setup process.
Setup
Questions
Setup
Questions
See Also
Set
Up
Allocations
Grid
Select for Processing
General
Tab Vendors
Purchase
Orders Tab
Invoices
Tab
Allocate
Purchase
Orders
Property
Allocation
Company
Allocation
Allocations
Tab Setup
Accounts
Payable Overview
Setup
Sequence