Allocations is a list of Payments The Allocations window shows all payments that have been made and allocated against Invoicesinvoices, Debits Notes and Credit Notes.The Net result debit notes and credit notes. The net result (value) of an allocation will always be the value of 0.00. zero.
You can reverse an allocation from here also.
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Viewing an
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allocation
- In the navigation panel, click Relationships then click Allocations.
- Locate the allocation you want to view. You can use the filter to view all allocations, today's allocations, or allocations with a status of Posting or Failed.
- Click on an allocation in the list to view more information.
The fields at the top of the screen show general information and balance details for the allocation. The Lines tab shows all the items that make up the allocation. Click on Source Record to view the original item.
eversing an allocation
Reversing an allocation reverses all open items that make up that allocation. .Reversing an allocation resets This means that, for each open item in the allocation, the open item value back is reset to its orginal value for all open items that made up that allocation..
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original value.
- In the navigation bar, double-click Relationships then click Allocations.
- Locate the allocation that you wish to reverse.
- Select the allocation in the list, then click Reverse. The payment will now be outstanding, and the related invoices and credits will now have a non-zero balance.