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Partner Data Entry > Advanced Allocation Scheme dialog

Use the
Advanced Allocation Scheme
 window to define an advanced allocation scheme. You can add various combinations of allocation types using up to two
Absolute dollar
, two
Percentage
, one
Percentage
 column and one
Units
 column, or two
Greater of
 columns to the allocation scheme in the
Special Allocation of
 window.
To open the
Advanced Allocation Scheme
 window, do one the following:
  • Select
    Ptr Alloc
     next to the field that contains the information that you want to specially allocate to open the
    Special Allocation of
     window, mark the
    Specially allocate
     checkbox, select
    Advanced
     in the
    Allocation scheme
     group box, and select
    Define Scheme
    .
  • Select
    Partner Information
     , select
    View
    , then
    Partner Information
    , or select
    Ctrl+R
    ; select
    Allocations
    ; in the
    Allocation
     list, select the allocation that contains the information you want to specially allocate; mark the
    Specially allocate
     checkbox; select the
    Advanced
     option in the
    Allocation scheme
     group box; and select
    Define Scheme
    .

Fields and buttons

This pane shows the previously-defined advanced allocation schemes. Select the format you want in this list, and choose
Select
 to move the components of the selected format to the
Advanced Scheme
 pane. To modify the format, you can add additional allocation components from the
Allocation Components
 pane, select
Remove
, or select
Move Up
 or
Move Down
.
In the
Previously Used Schemes
 pane, select the allocation method that you want to use, and choose
Select
 to move the components to the
Advanced Scheme
 pane.
This pane shows the allocation types that you can use in an allocation scheme. You can select various combinations of these types.
In the
Allocation Components
 pane, select the allocation type to add to the scheme, and select
Add
 to move the type to the
Advanced Scheme
 pane.
This pane shows the allocation types you've selected to define the item's allocation scheme. You can remove selected components or select
Move Up
 and
Move Down
 to modify the order of the allocation components.
In the
Advanced Scheme
 pane, select the allocation type to delete from the scheme. Select
Remove
 to delete the type from the current scheme and move the allocation type to the
Allocation Components
 pane.
Select an allocation type in the
Advanced Scheme
 pane, and select
Move Up
 to move the allocation type up one row in the
Advanced Scheme
 pane.
Select an allocation type in the Advanced Scheme pane, and select
Move Down
 to move the allocation type down one row in the
Advanced Scheme
 pane.
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