Allocation Codes
Use Allocation Codes to define the criteria to create an allocation entry. After creating your allocation codes, calculate the allocation and create accounting entries. You cannot change an existing code's allocation method. If you need to use a different allocation method, add a new allocation code.
Learn how to Add Allocation Codes or Process Allocations.
Copy Allocation Codes
You can create an exact duplicate of an existing allocation code. Simply select the code to copy from and enter a new name to copy to. Once you select Copy, you'll see your new allocation code in the grid.
Delete Allocation Codes
Before deleting a record, ensure you’ve selected the correct record you want to remove from the system. Deletion is permanent and cannot be undone.
