9.2 Defining an Allocation Group

Purpose:  Use this document as a reference for defining an allocation group in ctcLink.

Audience:  Finance staff

Defining an Allocation Group

Navigation:  NavBar > Navigator > Allocations > Define and Perform Allocations > Define Allocation Group

  1. The Define Allocation Group search page displays.
  2. Select the Add a New Value tab.
  3. Enter SetID.
  4. Enter Allocation Group.
  5. Select Add.
Define Allocation Group search page
  1. The Allocation Group page displays.
  2. Enter Effective Date.
  3. Enter Description.
  4. Enter Comments.
  5. Select Step.
  6. Select the Update/Create link to open the Define Allocation Step page in a new window.
  7. Select the Continue checkbox if you want the system to continue processing even if the allocation step fails.
  8. Select the Add a New Row [+] icon to continue adding Steps.
  9. Select Save.
Allocation Group page
  1. Process complete.

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