Create Allocation

Explanation

This activity is used to create a distribution allocation based on the information on the campaign.

Prerequisites

This activity has the following prerequisites.

• The campaign must be in the Active status.
• The supply site in the campaign header must have an internal supplier specified in the Site/Sales and Procurement tab.
• The target site(s) for the campaign must have an internal customer specified in the Site/Sales and Procurement tab.

System Effects

This activity has the following system effects.

• A distribution allocation record will be created having the current campaign as the Campaign ID.
• The Campaign/Allocation Plan tab window will display the newly created distribution allocation.
• The Allocation Connected check-box in the Campaign window will get selected.

Window

Campaign

Related Window Descriptions

Campaign
Campaign/General
Distribution Allocation

Procedure

1. Open the Campaign window and query for the required campaign.
2. Right-click on the header and then click Create Allocation.