Create an Allocation Favourite
With the Allocation Favourites feature, you can save a group of allocations, to use on other expenses.
When you apply these allocation favourite sets to another expense, the system validates the data in those stored allocation records to ensure any project codes or other list fields are still valid and alerts you if you need to correct data. After you add the allocation to the expense, you can edit the allocation just like a manually entered allocation row.
To create an allocation favourite:
- Open the desired purchase request.
- On the Purchase Request page, in the Items section, select the item for which you want to create a favourite allocation.
- Click Distribute > Distribute Selected Items.
- In the Distribute By menu, select if you would like to distribute the allocation by amount or percentage.
- Click Add to Favourites. The Add to Favourites window opens.
- Enter a name for the allocation favourite and then click Save. The system adds the allocation to your favourites, which you can see if you click Favourites.
