Allocation Selection Settings

Window Details		How Do I...
	Navigation		Select Allocations for Posting
	Overview
	Fields

Related Topics
	Allocation Entry	Allocation Selection
	Period-End and Year-End Processing Flowchart

Navigation

Select General Ledger Period End menu > Allocation Selection.

Before you can select an allocation entry for posting, you must first define it using Allocation Entry.

The Allocation Selection Settings window does not appear if allocations have already been selected, but not posted.

Overview

Use Allocation Selection Settings to select allocation entries for posting before completing period-end or year-end processing. You can select the fiscal year, period, and posting date for the allocations to post. You can also enter separate source journals for financial and nonfinancial allocation postings.

Allocation entries assigned to period-end cycles in Allocation Entry are selected at the end of each period. Entries with a quarterly cycle are selected at the end of periods 3, 6, 9, and the final period of the fiscal year. Entries with the annual cycle code are selected only at year end. Manual allocations must be selected using General Journal Entry on the Main menu. Allocations can only be posted to open periods.

After you select the allocations, you can then post them using the Allocation Selection window.

Fields

Fiscal Year	Source Journal
Period	Starting Journal Number
Posting Date