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 Acumatica uses active allocation rules specified for the project tasks of the selected projects.
Form Toolbar
The form toolbar includes the buttons described below.
| 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. |
| Posting Date | The date to assign all the allocation transactions that will be generated when running the allocation procedure. |
| Project | The identifier of the project for which you want to allocate transactions. |
| 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 Acumatica 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 Acumatica 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 has only standard buttons.
| Column | Description |
|---|---|
| Included | An unlabeled check box that you can use to select the project for processing. |
| Project ID | The identifier of the project. |
| Description | The description of the project. |
| Allocation Rule | The allocation rule assigned to the project. |
| Customer | The customer associated with the project. |
| Customer Class | The customer class of the customer associated with the project. |