7.1.1 Navigation in Allocation Execution History

When you first enter the Allocation Execution History screen, your results are shown for all As-of-Date values for which an allocation was run with the Executed As of Dates displaying value “All As of Dates”. You may select a different As-of-Date from a drop-down list as required.

With the ‘All As of Dates’ selected, the Allocation Execution History Table displays the Allocation Names sorted in descending order based on the As-of-Date and the Execution End Time.

The title bar of the Summary Screen displays an Actions dropdown button and the Undo button.

The Actions button lists several actions for the user. They are:

• Refresh: Click Refresh to refresh the Allocation Execution History Page.
• Reset: Click Reset to reset the search filters applied.
• Help: Click Help to view the Allocation Execution History Help Page.

Undo: You can use this icon to UNDO or reverse one or more allocation runs. For details, see the UNDO Functionality section.

There is a bar at the top of the Summary grid that displays two buttons on the left and two buttons on the right. They are, starting from the left to the right:

• Multi-Column Sorting: You can sort the Summary grid based on multiple columns together, and you can choose the sorting manner applied to each column, that is, whether the columns are to be sorted in ascending or descending manner.
• View: On choosing a single row of the Allocation Execution History table, select View to drill into an audit trail for the currently selected rule. The View icon is disabled if no rows have been selected or if multiple rows have been selected. See the Allocation Execution Audit Functionality section for details.
• Export: Click Export to download the displayed information in the Summary table in .xls format.
• Columns: This is a Column Selector button to choose and select the columns that we want to display on the Summary screen.