Run Allocations by Projects
Form ID: (PM502500)
By using this form, you can allocate all the projects or only selected ones. When you run allocations, MYOB Advanced uses active allocation rules specified for the project tasks of the selected projects.
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 projects you have selected and performs allocation of transaction amounts for all the project tasks that are subject to allocation within these projects. |
| Allocate All | Processes all listed projects and performs allocation of transaction amounts for all the project tasks that are subject to allocation within these projects. |
Selection Area
You can use the elements in this area to filter the projects for which you might want to run the allocation procedure.
| Element | Description |
|---|---|
| Allocation Rule | The rule for which you will view project tasks. If you do not select any rule in this box, the list in the table will include all projects. |
| Project | The project whose project tasks you will view. If you do not select any value here, the list in the table will include all projects. |
| 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 projects 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:
|
| 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 projects 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:
|
| 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 date 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, MYOB Advanced will allocate transactions starting with the oldest allocation transaction in the system. |
| To | The end date 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, MYOB Advanced will allocate transactions up to the last allocation transaction in the system. |
Table
The table contains the list of projects matching the criteria you have 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 for processing. |
| Project | The identifier of the project. |
| Description | The description of the project. |
| Allocation Rule Description | The allocation rule assigned to the project. |
| Customer | The customer associated with the project. |