How Do I Set Up the Allocation Management Module?

The following is a checklist for setting up the Allocation Management module:

With Administrative User Rights

1. Change the Activation Code, if necessary, to incorporate Allocation Management (System>Activate License).
2. Add the Allocation Management module, if necessary (Organization>Add a Module).
3. Set up organization preferences for the Allocation Management items (Organization>Organization Preferences).
4. Set up proper security for the Allocation Management items (Security>Set Up Organization Menus).

For Accounting

1. Set up allocation codes (Maintain>Allocation Codes).