Defining an allocation group

You can assign an allocation to a specific allocation group during allocation entry. You can process a group or set of allocations.

To define an allocation group, complete these steps:

  1. Access Allocation Group (CA00.1).
  2. Define an allocation group.
  3. Specify this information:
    Allocation Group

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

    Company Group

    Optionally, select a company group where to store the allocation. If you assign a company group, then the allocation is restricted to that group. If you select this field, you cannot select an individual company.

    Company
    Optionally, select a company where to store the allocation. If you assign a company, then the allocation is restricted to that company. If you select this field, you cannot select a company group.
    Allocation Type
    Optionally, select the allocation type to determine where amounts are allocated. Depending on your selection, only certain types of allocations within the group are accepted. These types are available:
    • All
    • Actual
    • Current Year Budget
    • Next Year Budget
  4. Alternatively, select Multiple Entry to open Allocation Groups (CA00.2). Use this form to define multiple allocation groups simultaneously.
  5. Use Allocation Group Listing (CA200) to list allocation groups.
Related topics