Run Allocations by Tasks

Form ID: (PM502000)

By using this form, you can allocate all the project tasks or only selected ones. When you run allocations, MYOB Acumatica uses active allocation rules specified for the selected project tasks.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Command	Description
Allocate	Processes the project tasks you have selected and performs allocation of transaction amounts.
Allocate All	Processes all listed project tasks and performs allocation of transaction amounts.

Selection Area

You can use the elements in this area to filter the project tasks for which you might want to run the allocation procedure.


Element	Description
Allocation Rule	The allocation rule whose tasks you want to list. If you do not select any value here, the list in the table will include all the active project tasks to which an allocation rule is assigned.
Project	The project whose tasks you want to list. If you do not select any value here, the list in the table will include all the active project tasks to which an allocation rule is assigned.
Project Task	The particular project task. If you do not select any task, the list in the table will include all the active project tasks to which an allocation rule is assigned.
Customer Class	The customer class for which you want to display data. If you select a value here, the list in the table will include only the active project tasks to which an allocation rule is assigned for the selected customer class. The list of classes may be limited based on the roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. With the feature enabled, the Restrict Visibility To box appears on the General tab of the Customer Classes (AR201000) form. You can select a customer class if one of the following is true: The Restrict Visibility To box is empty for the customer class—that is, the visibility of the customer class is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer class, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Customer	The customer for which you want to display data. If you select a value here, the list in the table will include only the active project tasks to which an allocation rule is assigned for the selected customer. The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true: The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Posting Date	The date to assign all the allocation transactions that will be generated when running the allocation procedure.
Date Range Restrictions section
From	The start of the date range for which you want to allocate transactions. The system will allocate only transactions from the date range specified in the Date Range Restrictions section. If you do not select any value here, the system will allocate transactions starting with the oldest allocation transaction in the system.
To	The end of the date range for which you want to allocate transactions. The system will allocate only transactions from the date range specified in the Date Range Restrictions section. If you do not select any value here, the system will allocate transactions up to the last allocation transaction in the system.

Table

The table contains the list of project tasks matching the criteria specified in the Selection area.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Included	An unlabeled check box that you can use to select the project task for processing.
Project	The identifier of the project to which the project task belongs.
Task ID	The identifier of the project task.
Description	The description of the project task.
Allocation Rule Description	The allocation rule associated with the project task. This allocation rule will be used for the allocation operation.
Customer	The customer associated with the project.