Running a single allocation

You can run an individual allocation level step by entity, version and time. An allocation should be run one time. To run the allocation additional times, click Clear Level to clear the entire allocation level before running the allocation again.

Two reports enable you to view the results of allocations. Click Analysis Reports.

Click the Home icon.
Select Applications > Financial Applications > Allocation > Data Entry > Perform Step Allocation.
Specify this information:

Configuration set

Select the configuration set in which to run the allocation.

Entity

Select the entity.

Version

Select the version.

Time

Select the time period.

Step

Select the step to run.

Clear Level

Optionally, click Clear Level to clear the selected step's allocation level.

Following Levels

Optionally, select Following Levels in conjunction with Clear Level, all levels following the selected level are cleared.
Click Perform Allocation.