Basic allocation cycle

This diagram illustrates the basic procedural cycle in entering allocations, calculating allocations, and posting allocations to the general ledger or budgets.

Allocation groups	Allocation groups are a group of allocations that are used for processing. For example, monthly allocations, such as, rent or utilities. They are stored within an allocation and specific to a company or company group. During allocation entry, you can assign an allocation group. Defining allocation groups and allocation codes
Allocation codes	Allocation codes are used to allocate to multiple accounting units or companies. The amount allocated is based on fixed statistical values defined on this form. Defining allocation groups and allocation codes.
Total names	Total names are used to obtain account and accounting unit balances for use in compute statements or ratios. You can define a total name to identify any combination of accounting unit, account or subaccount balances for a company, company group, level group, accounting unit list, or total range as if they were one amount. Entering advanced allocations
Compute statements	Compute statements are mathematical equations consisting of Lawson data dictionary names, total names, operation symbols or numeric values that let you create customized calculation formulas. You can use compute statements in Project Accounting, Lease Management, Report Writer, Allocations, Budgeting, and ratio analysis. Entering advanced allocations
Enter allocations	Allocation entry is the core of the Allocations application. This process allows you to enter and maintain allocation detail information. Detail lines determine the allocation amount (source) along with the driver, post-to, and post-from accounts. Entering allocations
Allocation control	Allocation control allows you to view all allocations and their status. You can also use allocation control to back post and mass release or unrelease allocations. Processing allocations
Calculate allocations	Calculation of allocations is done on released allocations as part of the month end processing. You must calculate allocations before you can interface them into the General Ledger or Budgeting applications. You can calculate an allocation more than once. Processing allocations
Interface actual type allocations	If you have an actual type allocation, you will interface the allocations which create the allocation journal entries that will be interfaced in the General Ledger application. Use Journal Posting (GL190) to post the allocations. Processing allocations
Interface budget type allocations	If you have a budget type allocation, you will interface budget allocations which create the budget allocation entries that will be interfaced in the Budget application. Processing allocations
Reports and listings	Use the various reports and listings to review and maintain your allocations. Reports and listings