Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:traffic:allocation:allocatefromtraffic [2014/09/03 15:21] – Page moved from cats:procedures:traffic:freeallocation:allocatefromtraffic to cats:procedures:traffic:allocation:allocatefromtraffic wiki_admin | cats:procedures:traffic:allocation:allocatefromtraffic [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
---|---|---|---|
Line 1: | Line 1: | ||
===== Allocating from a Location Screen ===== | ===== Allocating from a Location Screen ===== | ||
+ | {{entry> | ||
To begin this process, navigate to the location screen you wish to allocate. Then choose //Alloc// from the menu [1]. | To begin this process, navigate to the location screen you wish to allocate. Then choose //Alloc// from the menu [1]. | ||
- | [{{: | + | [{{: |
This will bring up the dialog showing the allocation status of the location screen and a list of the allocations. | This will bring up the dialog showing the allocation status of the location screen and a list of the allocations. | ||
- | [{{: | + | [{{: |
You can use this dialog to adjust the existing allocations, | You can use this dialog to adjust the existing allocations, | ||
Line 15: | Line 15: | ||
To allocate to an existing sale contract, click on the button labeled " | To allocate to an existing sale contract, click on the button labeled " | ||
- | [{{: | + | [{{: |
You can select the sale item using a grade code [1], the sale contract number [2], or an account code [3]. CATS will prompt you to select the exact sale item record and the allocation will be created. | You can select the sale item using a grade code [1], the sale contract number [2], or an account code [3]. CATS will prompt you to select the exact sale item record and the allocation will be created. | ||
- | [{{: | + | [{{: |
By default, CATS will create an allocation with the minimum of the unallocated units on the location screen and the unallocated units on the sale item. If either the sale or the location screen has no unallocated units, then the allocation will be created with zero units. (In this example, the location screen has 300 unallocated units but the sale item only has 150 units unallocated so the new allocation is created with 150 units to match the sale [2].) | By default, CATS will create an allocation with the minimum of the unallocated units on the location screen and the unallocated units on the sale item. If either the sale or the location screen has no unallocated units, then the allocation will be created with zero units. (In this example, the location screen has 300 unallocated units but the sale item only has 150 units unallocated so the new allocation is created with 150 units to match the sale [2].) | ||
Line 29: | Line 29: | ||
Click on " | Click on " | ||
- | [{{: | + | [{{: |
The location screen updates to show the newly created allocations. | The location screen updates to show the newly created allocations. | ||
+ | {{tag> allocation location_screen}} |