Adding Direct Transfer Allocation Methods

You can add a Direct Transfer allocation method on the Methods tab on the Allocations setup page.

You can "" Copy an existing method to modify instead of creating one if the setup information is similar.
  1. Navigate to Setup > Allocations.
  2. Select the Methods tab.
  3. Select the Direct Transfer allocation method type.
  4. Select "" Add.
  5. Enter a Name for the method.
  6. Select a Source.
    The available fields update based on the selected Source.
  7. Select an account in the Selected Account list if the Source is Supplemental Data.
    Accounts must be set up to use the Direct Transfer method in Setup > Supplemental Data.
  8. Select Customize Formula if the Source is Formula.
    1. Enter the Formula on the Customize Formula page.
      Switch between Data and Functions for the Type to build your formula. If you select Functions, then use the Function drop-down list to show more formula options. If you select Data, then use the Account and Time Frame fields to customize the formula.
    2. Select Results to review the formula results.
    3. Select Apply.
  9. Enter Notes, if applicable.
  10. Select Save.

You can view and export the Audit Log that shows a list of changes made to the method. The log shows before and after the changes, who made the changes, and time stamps. You can "" Delete a method if it is no longer needed and is not used in any rules.

The Currently Used in Rules field shows No if the method is not used in any allocation rules. If it is used in a rule, then the field shows Yes as a link that opens the View Included Rules page. You can export the rules list.

Parent topic: Allocation Methods