When do I reverse an allocation?

If an allocation must be changed after releasing the draft successful allocation, you can reverse the allocation. For example, if all expected actual costs were not posted to the source ledger account for the accounting period, then you can reverse the successfully released allocation.

The following figure illustrates the allocation reversal process.

If the reversal fails you can either fix the errors and reverse the allocation again or cancel the failed reversal. If you cancel the failed reversal, the allocation changes to Release Success status.

You cannot reverse an allocation if any of the target or offset projects can't accept new transactions, for example, new transactions aren't accepted if a project is closed.