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 Overview

You can post allocations before or during period-end processing; however, only allocations for the fiscal year and period selected in the Allocation Selection Settings and Allocation Selection windows can be posted. If you do not post the selected allocations before period-end processing, you are prompted to post them during period-end processing.

 Before You Begin

• You must have already selected allocations for posting in the Allocation Selection Settings window and Allocation Selection windows. For more information, see Select Allocations for Posting.

• Only allocation entries assigned an allocation cycle of Period, Quarterly, or Annual in Allocation Entry can be posted using the Allocation Journal. Allocations with a Manual allocation cycle must be posted in General Journal Entry on the Main menu. To post manual allocations, see Perform a Manual Allocation.

 

To post allocations

1. Select General Ledger Period End menu > Allocation Journal.

2. Select the Print Full Comments check box to print the comments entered in the Comments field on the Allocation Entry Header tab and Lines tab. For more information, see Allocation Journal - Fields.

3. Click the Print button to print the Allocation Journal.

4. When you are prompted to post the allocation entries, click Yes.

The allocation entries that were selected in the Allocation Selection window are posted.