Create an Allocation Favorite
With the Allocation Favorites feature, you can save a group of allocations, to use on other expenses.
When you apply these allocation favorite 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 favorite:
- Open the desired purchase request.
- On the Purchase Request page, in the Items section, select the item for which you want to create a favorite 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 Favorites. The Add to Favorites window opens.
- Enter a name for the allocation favorite and then click Save. The system adds the allocation to your favorites, which you can see if you click Favorites.
