Creating an allocation step on an allocation level

Allocation is completed in levels according to rules that are called steps.

  1. Click the Home icon.
  2. Select Applications > Financial Applications > Allocation > Configuration > Configuration.
  3. Click Allocation Level 0001 and select the allocation level on which to create the step.
    Click the gear icon in the Allocation Step column to view all steps or only steps within the selected level.
  4. Click New Step.
  5. Optionally, in the Description column, specify a description.
  6. In the Order column, specify the order in which to run the steps.
    You can click the column heading to order the steps in ascending or descending order.
  7. Optionally, click in the Allocation Level column to change the allocation level selection. If changed, the Allocation Level refreshes and updates to show the selected level.
  8. Activate the entities that are affected by the allocation. The available entities are those that were selected when the configuration set was defined.
    Option Description
    Select Activate All Entities Activate all entities that are selected in the definition of the configuration set.
    Click the Edit icon in the Entity column Select the entities to activate.
  9. In the Define Entity to Account Relation column, click the Configuration icon. For each account that is affected by the step, specify whether the allocation is the same for all entities or if the allocation must be defined separately for each entity.
  10. In the Parameterization Overview column, click the Configuration icon.
    Complete the process by specifying parameters either with or without a driver.