Allocation Rules

Allocation rules are configuration settings that are applied automatically. am_allocate stored procedure enforces all of the Allocation Rules and is the only process that creates them. All other processes call this process.

There can be multiple positive and negative allocations between funds and paid items.

• Funds items can pay multiple other items as long as in total there is not an Over Allocation or Under Allocation.
• Paid items can be paid by multiple funds items as long as in total there is not an Over Payment or Under Payment.
• Part paid items are those that have allocations between zero and the Line_Total.

Allocations can be reversed, and the reversal is linked to the allocation that it reverses.

Allocation Reversals cannot themselves be reversed. Instead, a new +ve allocation must be created. This avoids allocations being chained into allocation-->reversal-->reversal of reversal etc which required complex recursive processing and is slow.