Hello,
We are working on an allocation to pull account Balances from the source account and allocate by unit.
When running the allocation for period 13, it is only picking up activity for the period not the balance of the account.
We have the allocation setup - Percent limit type- By Allocation
I believe this should pick up the Balance in the account for the year or is it for that period?
Below is the definition from the help screen:
Percent Limit Type
Calculates the limit percent amount either per allocation run or per period. If there is an amount entered at Limit Percent, use this field to indicate the Percent Limit Type. The options are:
Calculates the limit percent amount either per allocation run or per period. If there is an amount entered at Limit Percent, use this field to indicate the Percent Limit Type. The options are:
· By Allocation — Limits are applied based on the remaining balance in the account. If the limit percent is 50% and the allocation is generated multiple times (or other allocation groups are run which contain this account), each subsequent allocation will limit itself to 50% of the net balance after the previous allocations. Each time you run the allocation, you will be notified if there are prior allocations for the period, and given the option to stop the process.
· By Period — Limits are applied based on the activity for the month. If the limit percent is 50% and the allocation is generated multiple times, the first allocation will include 50% of the activity for the month, and subsequent allocations will be zero.
Allocation setup:
