Edit Process Allocations Session

Access this form using Transactions>Edit Process Allocations. It is only available if allocations have been processed (Activities>Process Allocations).

Use this form to edit system generated allocations (Journal Voucher Allocation Management transaction entries). Select the Session ID that was entered when allocations were processed (Activities>Processing Allocations). Click Start to display the transaction entry form, which allows you to change document information or transaction line items for a particular allocation.

 

Session ID: Select the Session ID that represents the allocations you want to edit.

Status: Accept the existing status (assigned to the session ID when it was created), or select a different status from the drop-down list. You can only choose Batch-To Suspend or Batch-To Post.

Description: Accept the existing description (assigned to the selected session ID), or enter a new one for this batch of allocations.

Date: Accept the existing date (assigned to the selected session ID), or enter a new one.

Session Totals: The system displays the total number of documents in the session.

Allocation sessions can only be edited using this form. To edit system generated documents for general ledger, accounts payable, accounts receivable, or payroll sessions, select the Edit titled forms available under the Activities menu.