Pages Used for Allocation Steps

Page Name	Definition Name	Usage
Define Allocation Step - Type Page	ALLOC_CALC_OPTN	Define one of five allocation types, as well as any special arithmetic operations that you want to perform by using the pool and basis. Select a transaction code for use in interunit and intraunit allocations.
Define Allocation Step - Pool Page	ALLOC_POOL	Define the allocation pool: pool record, selection criteria, and selection method. You can define the pool from ledger balances, any table, or a fixed amount.
Pool Exceptions Page	ALLOC_POOLX	Enter pool exceptions for ranges of values. See the Define Allocation Step - Pool Page.
Define Allocation Step - Basis Page	ALLOC_BASIS	Determine the basis of the allocation or how the pool amount is to be allocated to the target.
Basis Exceptions Page	ALLOC_BASISX	Enter basis exceptions for ranges of values. See the Define Allocation Step - Basis Page.
Define Allocation Step - Target Page	ALLOC_TARGET	Define the destination for the allocation or the target record (journal or any table) and target field values.
Define Allocation Step - Offset Page	ALLOC_OFFSET	Define the offset entry that balances the target. Offset usually reflects the clearing of pool amounts as they are transferred to the targets. However, if the target record is not a balanced ledger, such as a budget ledger, there is usually no offset.
Define Allocation Step - Output Options Page	ALLOC_OUT_JRL_OPTN	Define journal options if the target or offset record is journals, or define the Table Output Option if the target or offset record is table.
Define Allocation Step - Round Options Page	ALLOC_ROUND_OPTN	Define the method for rounding the allocation amount and distributing odd cents. This option is valid for only these allocation types: Spread Evenly, Allocate of Fixed Basis, and Prorata with Record Basis.
Define Allocation Step - Batch Records Page	ALLOC_RECNAME	Specify the batch temporary tables that are used in the PeopleSoft Allocations process.
Define Allocation Step - Amount Fields Page	ALLOC_AMOUNT	Define the amount field mapping between the pool, basis, target, and offset records.