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Partnership Allocation > Select Assets dialog

Use this window to select the specific assets that belong to the current allocation group. This window lists all of the assets available for special allocation, according to the current focus criteria. You may focus the asset listing according to group and/or location using the Focus asset listing group box. Double-click an asset and move it to the Assets selected pane.
To open this window, open the Asset List window and select Setup, 1065 Allocation. The Partnership Allocation window opens. Then, complete one of the following tasks.
  • For new allocation groups:
     Select Add, enter a description of the new allocation group in the Add Partnership Allocation window, then select Continue.
  • For existing allocation groups:
     Highlight an allocation group in the Partnership Allocation window, select Edit, then select Select Assets.

Fields and buttons

Lists all of the assets available for selection, according to the focus criteria. You can focus the list to include only a specified group and/or location by using the Focus asset listing group box at the bottom of this window.
Lists the assets from the specified business activity folder that are currently selected for this partnership allocation.
To focus the list of assets available for selection to include only those that are assigned to a specific association value, select the appropriate item from the dropdown lists for the association boxes. (Note that a field appears in this group box for each association that maintains a list.)
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