Split cost allocation between cost centers or departments

Depending on your organization, you may have the ability to split cost allocation between several entities. This can come in handy when you have shared services or devices to allocate to several groups, departments, cost centers, etc.

  1. Go to Inventory > Inventory Management.
  2. Open the inventory item entry.
  3. Click Allocations. The Allocations page opens.
  4. Click Add Allocation to add an allocation or the pencil icon to edit an existing allocation. A pop-up opens.
  5. Click + Add Split. More fields appear.
  6. Fill out all fields.

    Note: Since you are splitting an allocation, you must to fill out a Percentage field. This is the percent of the item's cost you want to allocate to the specific group you are defining in this split. For split allocations, all allocations listed must add up to 100% - this is important to keep in mind as you enter amounts into the percentage field.

  7. Click Apply.

Note: In order to setup your allocation module please contact cimpl-support@uplandsoftware.com.