Processing Allocations

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

Your institution must be licensed for Organization Profitability.

Navigate to the Profitability > Process Allocations page.
Select a Rule Set.
Select a What If model.
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.
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.
Review the selected months in the list.

You can remove 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.
Select Start to begin processing allocations.
You can Cancel the allocation process anytime before it completes.

A notification shows when the allocation process completes.

The standard Allocation and FTP Exceptions report generates automatically, and you are notified when it is ready to view and download.

You can generate the Allocation and FTP Exceptions report anytime from Reporting > Create Reports > Standard > Organization Profitability.