You can create an unlimited number of journals that have an Allocationtype using the Journal namesform ( General ledger> Setup> Journals> Journal names).

Before you can create an allocations journal, you must create an allocation rule using the Ledger allocation ruleform. For more information, refer to Create an allocation rule.

Use the Process allocation requestform to create an allocation journal.

1. Click General ledger> Periodic> Process allocation request.

2. Select an allocation rule.

3. Select the date to include ledger amounts for allocation in the As of datefield.

4. Select the date to post the allocation journal to the general ledger in the GL posting datefield.

5. Select the action to be taken if a zero source amount is generated during the allocation process.

   • Select Processto create destination distributions, where applicable.

   • Select Stopto create an error to indicate that a zero source amount is selected and stop the allocation process.

6. Select to view the journal details or post the allocation results directly to the general ledger.

7. Click OKto create an allocations journal.