Partner Data Entry > Create Custom Allocation dialog

Use the Create Custom Allocation dialog to set up allocations that can be used in the Special Allocation of dialog for multiple special allocations.
To open the Create Custom Allocation dialog, choose View and then Partner Information, and select the Allocations button. In the Allocations window, select the Create Custom Scheme button in the toolbar or choose Edit and then Create Custom in the Partner Data Entry menu.

Fields & buttons

Enter a unique description of the custom allocation scheme you want to create. This description will be listed in the drop-down list of special allocations when the
Custom
checkbox is marked in the Special Allocation of dialog.
Select this button to open the Custom Allocation Scheme dialog to enter the allocation information.
Select this button to exit the Create Custom Allocation dialog without adding the custom allocation.
Allocate by group box
Select this option to use a single percentage column to specially allocate the amount to the partners.
Select this option to use a single unit of ownership column to specially allocate the amount to the partners.
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