Defining an allocation group

Use this procedure to enable you to assign an allocation to a specific allocation group during allocation entry. Allocation groups enable you to process a group or set of allocations.

To define an allocation group, complete theser steps:

  1. Access Allocation Group (CA00.1).
  2. Define an allocation group. Use these guidelines to specify the field values:
    Allocation Group

    Specify a name that will represent the allocation group. For example, monthly, utilities, or salary.

    Company Group or Company

    (Optional) Select a company or company group where you want to store the allocation. If you assign a company or group, then the allocation is restricted to that company or group.

    Allocation Type

    (Optional) Select the allocation type to determine where amounts are allocated. You can select: All, Actual, Current Year Budget, or Next Year Budget. This allows you to restrict only certain types of allocations within the group.

    – or –

    Note: Alternatively, you can also perform the next step.
  3. Select Multiple Entry to open Allocation Groups (CA00.2). Use this form to define multiple allocation groups at one time.

Related Reports and Inquiries

To Use
List allocation groups Allocation Group Listing (CA200)
Related topics