Allocation Statuses

An allocation is processed through various tasks such as generating, releasing, deleting, and reversing allocation transactions. While the processing is based on the status of allocations, the processes also indicate the progress and possible status of the allocation and the tasks you can perform.

You can perform the following processes on allocations:

• Generate Allocations

• Delete Allocations

• Release Allocation Transactions

• Reverse Allocation Transactions

Generate Allocations

You can generate allocations if all existing allocations for the allocation rule are in Release Success or Reversal Success statuses. There is no allocation status for first-time processing.

The following table describes the possible statuses and the tasks you can perform after generating allocations.

Resulting Statuses	Description	Tasks You Can Perform
Draft Success	The allocation is generated successfully without any errors. Warnings may exist and are listed as exceptions.	Release Allocation Delete Allocation
Draft Failure	The allocation has errors. You must review and fix the errors, delete the allocation, and then generate the allocation again. For example, you can update the allocation rule, summarize costs for the project, or perform other actions to correct the errors before you generate the allocation again.	Delete Allocation

Delete Allocations

You can delete an allocation if it is in Draft Success, Draft Failure, or Release Failure status. The following table describes the possible statuses and the tasks you can perform after deleting an allocation.

Resulting Statuses	Description	Tasks You Can Perform
Deletion in Progress	The allocation is being deleted. After the allocation is deleted, you cannot search for the allocation because it does not exist.	Delete Allocation

You can resolve the issues that resulted in deletion of the draft allocation and generate the allocation again.

Release Allocation Transactions

You can release an allocation if it is in Draft Success or Release Failure status. The following table describes the possible statuses and the tasks you can perform after releasing an allocation.

Resulting Statuses	Description	Tasks You Can Perform
Release in Progress	The allocation is being released.	None
Release Success	The allocation is completely processed. The process creates and processes expenditure items for the allocation and offset transactions, if any. You can review the resulting expenditure items in the Manage Expenditure Items page. This is the final status for most allocations unless there is a need for reversal at a later stage.	Reverse Allocation
Release Failure	The allocation is not released because of errors encountered during processing. Even if one transaction fails processing, then no expenditure items are created. You can review and fix errors for each allocation and offset transaction and then release the allocation again. For example, an allocation transaction is rejected because of a project-level transaction control.	Release Allocation Delete Allocation

Reverse Allocation Transactions

You can reverse an allocation if it is in Release Success or Reversal Failure status. The terminal status for an allocation is Reversal Success and it does not require any further processing. The following table describes the possible statuses and the tasks you can perform after reversing an allocation.

Resulting Statuses	Description	Tasks You Can Perform
Reversal in Progress	The allocation is being reversed.	None
Reversal Success	Reversal is fully processed. The process creates reversing expenditure items for each of the original allocation and offset expenditure items.	None
Reversal Failure	Allocation is not reversed because of exceptions. If even one transaction is rejected, then no reversing transactions are created. You can review and fix errors and reverse the allocation again. Or you can cancel the failed reversal.	Reverse Allocation Cancel Failed Reversal

Canceling a failed allocation reversal changes the allocation status to Release Success and deletes errors.