Add an allocation to an inventory item

Single, multiple, or split allocations can be added to your inventory items, depending on which of these allocation definitions has been set up for your organization. If no allocation definitions have been set-up for you in Cimpl, you do not see Allocations.

1. Go to Inventory > Inventory Management.
2. Select the inventory item. The inventory item summary page opens.

3. Click Allocations. The Allocations page opens.

   Note: You must be in view mode in order to access the Allocations grid. If you enter Edit mode for an inventory item, the Allocations button does not appear.

4. If your organization supports single allocation only:
   1. Click on the pencil icon at the left end of the single allocation entry.

   2. Fill in the fields.

      Note: The fields that you must fill out will vary depending on your organization. You may have to enter project codes, GL codes, department numbers, and so forth to create an allocation.

   3. Click Apply.
5. If your organization supports multiple allocation or split allocation:
   1. Click Add Allocation at the top left-hand corner of the page. A pop-up opens.

   2. Fill in all of the fields displayed to add an allocation.

      Note: The fields that you must fill out will vary depending on your organization. You may have to enter project codes, GL codes, department numbers, and so forth to create an allocation.

   3. Click Apply.