15.1.2 Allocation Specification Pane

The Allocation Specification pane presents a table containing all of the Allocation rules that meet your search criteria. The Allocation Specification summary table offers several controls that allow you to perform different functions when an Allocation rule is selected. To select an Allocation rule, click on a check box in the first column of the table. More than one Allocation rule can be selected at a time, but this causes some of the controls to become disabled. Clicking on a check box, a second time de-selects the Allocation rule.

You may select or de-select all of the Allocation rules in the summary table by clicking on the check box in the upper left-hand corner of the summary table directly to the left of the Name column header.

• Add: Click Add to build a new Allocation rule. The Add icon is disabled if any rows in the table are selected.
• View: Select a single row from the table to enable the View icon. Click the View icon to view the contents of an Allocation Specification rule on a read-only basis. The View control is only enabled when a single allocation specification rule is selected.
• Edit: Select a single row from the table to enable the Edit icon. Click the Edit icon to modify a previously saved Allocation Specification rule. The Edit icon is only enabled when a single allocation specification rule is selected.
• Delete: Select one or more rows from the table to enable the Delete icon. Click Delete to delete the rules you have selected.
• Copy: Select a single row from the table to enable the Copy icon. Click Copy to create a copy of an existing Allocation Specification rule. The Copy icon is only enabled when a single Allocation Specification rule is selected. When you click Copy, a Save As pop-up window appears. Click Save after entering the Name, Description, Folder, and Access Type Details.
• Run: After selecting a single row from the table, click Run to execute the selected Allocation Specification rule. The As-of-Date that applies to the rule execution is visible in the upper right corner of the screen. It can be reset in Application Preferences for Profitability Management. The Run control is only enabled when a single allocation specification rule is selected.
• View Dependency: Click View Dependencies to generate a report on any rule objects that depend on the Allocation Specification rule you have selected. The View Dependencies icon is only enabled when a single allocation specification rule is selected.