Open topic with navigation

Maintaining Allocation Schedules

To edit an existing allocation schedule:

1. Click the Allocation Scheduler tab.
2. Click the name or ID of the schedule that you want to edit. You may be unable to edit a schedule if your currently selected companies are different from the companies that were selected when the schedule was created, or if you do not have permission to access the companies.
3. Amend the details as required.
4. Click Save to save your changes.

If you click Run Now, a copy of the schedule is created and then run immediately.

See About the Allocation Scheduler for information on the rules that apply when editing, loading and running schedules.

To delete an allocation schedule:

1. Click the Allocation Scheduler tab.
2. Click the icon next to the schedule you want to delete.
3. Click Delete Schedule on the warning dialog.

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation