Allocation Fields
The Allocation object includes the following fields.
Key: * – Mandatory field; L – Lightning only
Field | Description | |
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Allocation Method | The allocation method used to create the allocation. This field must match the selected template record type. | |
Allocation Template | The allocation template used for creating the allocation. | |
Apex Job Id | The Apex job ID of the batch job for allocation process. | |
Batch Process | For internal use only. | |
Company | The company for allocation. | |
Credit | L | The sum of the credit values of all the allocated transaction line items. This field is read only. |
Date From | L | The starting date for retrieving the transaction lines according to the source criteria defined for the allocation. |
Date To | L | The date until when the transaction lines according to the defined source criteria for the allocation are retrieved. |
Debit | L | The sum of the debit values of all the allocated transaction line items. This field is read only. |
Description | The description for the allocation. | |
Notification Type | The type of notification sent when the process is complete. For example, email or bell notification. | |
Output | The type of output created once the allocation is complete. By default Journals is selected. This field must match the one in the allocation template selected. | |
Period From | L | The period from when the transaction lines according to the source criteria defined for the allocation are retrieved. |
Period To | L | The period until when the transaction lines according to the source criteria defined for the allocation are retrieved. |
Posting Date | The date that will be displayed on the generated transactions or journals after running the allocation process. By default, the value is the current date. | |
Posting Period | The period that will be displayed on the generated transactions or journals after running the allocation process. By default, the value is the current period. | |
Status |
The status of the allocation. The following statuses are available:
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Total Number of Aborts | Display the relevant details after the async allocation process completes. | |
Total Number of Errors | ||
Total Number of External | ||
Total Number of Logs |
Buttons
The following buttons are available in Lightning.
Button | Description | |
---|---|---|
Allocate | Allocates the allocation according to the defined criteria. | |
Edit | Edits the allocation record. |
Here is a description of the interface elements on the Allocation pages in Sencha.
Allocation Template Bar
Element | Description |
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Select Template | Enables you to select from the list of existing allocation templates you can load. Disabled in Proportional Allocations. |
Load | Loads filter and distribution criteria from the selected allocation template![]() |
Save | Saves the current allocation details as an allocation template. Disabled in Proportional Allocations. |
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Opens the related Accounting Help topic. |
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Maximizes or restores the page in your browser window. We recommend that you maximize the Allocation pages to make it as easy as possible to see all the details. |
Buttons
Button | Description |
---|---|
Back | Return to the previous step in the allocation process. |
Next | Continue to the next step in the allocation process. |
Create | Create the allocations now. |