Add, edit or delete allocation patterns

In This Topic

Rather than filling in the item/fund distribution manually every time you create an order, you can set up the distribution once in an allocation pattern and then select this pattern any time you create an order. You can have any number of allocation patterns.

To add a new allocation pattern:

From the Module Menu select Maintenance, Acquisitions and then Allocation Patterns.
Click New.
Specify the new ID and Description.
Click Add to set up the item distribution and fund distribution, and then click OK.

In the item distribution you must select a location and collection, and specify the quantity. You can also specify sublocation, stock rotation plan, item category 1 if you wish.

In the fund distribution do one of the following.

Select a Fund and click Add. Repeat this step for each fund in the pattern. The percentages are automatically adjusted to add up to 100, but you can edit the percentages manually if you wish.
Select a Fund Pattern and click Link. If you link to a fund pattern then the distribution in the allocation pattern will be automatically changed if the fund pattern is changed later.
Select a Fund Pattern and click Apply. If you apply a fund pattern then the distribution in the allocation pattern will not be automatically changed if the fund pattern is changed later.

Repeat step 4 to add other item/fund distributions to this pattern.
Click Save or Save & Close.

To edit an allocation pattern:

From the Module Menu select Maintenance, Acquisitions and then Allocation Patterns.
Select the pattern you want from the list.
Make your changes.
- Click Add to add another item/fund distribution to this pattern.
- Select a row and click Edit to make changes to item/fund distribution. Rather than change the fund distribution for each row individually, you can click Funds for entire order to set the fund distribution for all the rows.
- Select a row and click Delete to delete the item/fund distribution.
Click Save or Save & Close.

To delete an allocation pattern:

From the Module Menu select Maintenance, Acquisitions and then Allocation Patterns.
Select the pattern you want from the list.
Click Delete, and then click Yes at the confirmation prompt.
Click Save or Save & Close. The pattern is only deleted when you save your changes.