Show Allocation Button

The 'Show Allocation' Button is a link that shows you a list of all Transaction that have been allocated against a Transaction.

An example of the 'Show Allocation' button:

  1. Click on Relationships
  2. Click on Card
     
  3. Highlight a Customer or Supplier Card within the View
  4. Click on Either 'Customer Open Items' Tab or 'Supplier Open Items' Tab
  5. You will see a list of all Open items that relate to the card in question
     
  6. Highlight a Open Item with the List
  7. Click on 'Show Allocations'
     
  8. Allocation Window  with a Transaction Type of 'CRDALC' will open with details of what transactions have been allocated against the Open Item in question.