Process Allocations - Allocation Codes Example

Recurring Allocation Calculations Example

Select the allocation code or codes, if sequential calculation is desired. Select the respective Periods for Amounts and Balances. By default, the Periods are the same as the Default Period on the Process Information tab. The Basis for the Amounts and Balances defaults to Actual. The option to “Continue calculation if a selected allocation code yields no entries” is selected. Attachments provide the tool to save Allocation Calculation reports of previous allocation calculations. After the current Allocation Calculation report prints in either PDF or XLS format, click Manage Attachments to attach the report to the current Calculation ID.