Allocation Codes (Pool and Recipient) Wizard

Access this wizard using Maintain>Allocation Codes> Wizard.

Use this wizard to quickly create allocation segment code combinations for Codes to Allocate From and Codes to Allocate To. When you click the Wizard on the Pool tab, you can create Codes to Allocate From. Similarly, when you click the Wizard on the Recipient tab, you can create Codes to Allocate To. This allows you to create the segment code combinations for single, as well as, multi-segment allocation code setups. The wizard creates segment code combinations by taking into account the transaction entry account code combination setup using the options selected by the Administrator on the Organization>Organization Preferences>Processing tab and the combinations set up on the Maintain>Account Code Combinations form.

The following list displays the work flow of the Allocation Codes (Pool and Recipient) Wizard. Click the link to view detailed information about each panel:

Work flow: