Process Allocations - Process Information Example

Recurring Allocation Calculations Example

Recurring allocation calculations can be set up using the same Calculation ID (on the Activities>Processing Allocations form). Enter the Calculation ID and complete the remaining fields on the form. For recurring allocation calculations, select either Last Month, Last Quarter, or Last Year as the Default Period. The Session Date does not change, but the Document/Effective Date does; it is based on the workstation's system date. As long as the Session ID is not posted, the Session ID displays and the Document/Effective Date remains as of the last save/calculation. When the Session ID is posted, the Session ID field becomes blank and the Document/Effective Date is calculated based on the current system date. The Session ID number increments by clicking the Session ID field and pressing the “+” key.