Allocations
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      1. Knowledge Base
      2. Purchase Orders
      3. Allocations

      How do you allocate lines on a Purchase Order to multiple Departments and Budgets?

      It's possible to allocate the cost of a purchase order item to more than one department and/or budget.

      Enable Allocations

      To enable allocations, click on your initials in the top right and then on "Company Settings" and head over to the purchase orders tab.

      Don't forget to save!

      Using Allocations

      While you are creating or editing a purchase request or order, click the add allocation button for an item.

      You will now see your allocation added to the item.

      Click the add allocation button again. The value of the item will automatically split between each allocation. Adding three more allocations here results in the following.

      You can select a department and budget combination for each allocation.

      "Department" and "Budget" might be aliased for your company. These can be found in the company tab on the settings page.

       

      Reporting and Viewing

      Pull down our PO Allocations Report to see detailed allocation data. It is found in the custom reports section by clicking on your initials in the top right and clicking "Reports".

      Once the report has generated, it will be emailed to you, or you can download it from the reports page. It contains columns for the allocation department, budget, and amount.

      To view allocations, open a purchase order to see the view page. Each item has a link to view allocations.

      Still have a few questions? Use the Live Chat Icon in the bottom right-hand corner or send an email to  to get in touch with the friendly support team.


      If you have a feature suggestion, we’d love to hear from you! Add your feature suggestion on feedback.procurementexpress.com and upvote others you like.