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Setup Allocations Grid
Make the following menu selections to display this grid:
eFinancials—Setup—AP Setup—Allocations
or
ePO—Setup—Allocations
Use this grid to manage accounts payable allocations.
Fields
The following fields appear on the grid:
Add Allocation
Use this button to add an allocation.
Find
This field defaults to Allocation
ID; however, if you click any underlined grid column title, the
field label changes to reflect your selection. You can then search for
entries based on the field label. For example, if you know the allocation
description, click the Description column title
and the find field label changes to Find Description.
Enter the first few letters or numbers to search
for (or select from a drop-down list if one displays),
and then select the Find button. The items that
are the nearest match to your entry display in the grid below. Click column
titles to sort the list further.
Go
Use the Page field and
the
to display additional pages when the list of entries in the grid is longer
than one page.
Allocation ID
The allocation identification that appears on
lists and in reports. Click this column title to sort the list and change
the Find field. Click an identification to display
the Allocation grid.
Description
The description of the allocation that appears
on lists and in reports. Click this column title to sort the list and
change the Find field.
Actions 
Use the Delete icon
to delete an allocation.
To Add an Allocation
- Click Add
Allocation. The allocation tab displays.
- Use the
Fields list to complete the tab.
- Click Save.
The setup tab displays again.
To Edit an Allocation
- Click the Allocation
ID for the allocation you want to edit. The allocation tab displays.
- Use the
field list to edit the tab.
- Click Save.
The setup tab displays again.
To Delete an Allocation Detail Line
- Click the Allocation
ID for the allocation you want to edit. The
allocation tab displays.
- Click the Delete
icon for the detail line you want to delete. The detail
line is removed from the grid.
- In
the Percent column, adjust the percentages of the remaining detail
lines so that the total is 100%.
- Click Save.
The setup tab displays again.
To Delete an Allocation
- Click the Delete
icon for the allocation you want to delete. The allocation
tab displays.
- Click Confirm
Delete. The setup tab displays again.
See Also
Allocation Tab
Allocation Overview