Partnership Allocation > Select Assets dialog

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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 in the pane to move it to the
Assets selected
pane.
To open this window, open the
Asset List
window and select
Setup
, then
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, and then select
    Continue
    .
  • For existing allocation groups
    : Select an allocation group in the
    Partnership Allocation
    window, select
    Edit
    , and then select
    Select Assets
    .

Fields and buttons

Assets available to select
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.
Assets selected
Lists the assets from the specified business activity folder that are currently selected for this partnership allocation.
Focus asset listing group box
To focus the list of assets available for selection to include only those that are assigned to a specific association value, select the item from dropdown lists for the association fields. (Note that a field appears in this group box for each association that maintains a list.)
note
If no options appear in a dropdown list, it is either because you haven’t entered association values in the
Setup
, then
Associations
window or, if you have entered values, the assets haven’t been assigned values for the association.

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