Processing Allocations

You can process allocations using allocation methods and rule sets on the Process Allocations page.

1. Select Profitability > Process Allocations from the menu.
2. Select a Rule Set.
3. Select a What If model.
4. Select Months to include.
   1. Select the Calendar to open the Select Time Frames dialog box.
   2. Select individual months to include, or use Select All to select all months.
   3. Select Apply.
5. Review any messages that appear at the top of the page.
   Messages can appear if allocations were processed for the selected months, but the setup has changed since they were processed. If you reprocess the months, then the process uses the current setup.
6. Review the selected months in the list.
   
   

   

   
   
   1. Remove any months that do not need allocations processed or reprocessed.
      Months that were processed show a date and time stamp and the user who completed the process.
   2. Select Delete Results to delete the processed allocated results before processing allocations, if needed.
      This option is available if you must modify or delete an existing allocation rule that was previously used to process allocations.
   3. Select Use Imported FTP Rates When Available to specify that you want to use the imported FTP rates to process allocations.
      This option is available if both imported historical FTP rates and Financial Performance Suite (FPS) rates are found for the selected months.
7. Select Start to begin processing allocations.
   You can Cancel the allocation process anytime before it completes.