The procedure below describes how to submit a request from the AutoAllocation Workbench.

To submit the process:

1. Using the Projects responsibility, navigate to the AutoAllocation Workbench window.

2. In the Allocation Set field, find the set that you want to submit. (You can choose Find, Find All, or one of the Query commands from the View menu.)

3. Choose Submit or Schedule.

   The Parameters window opens.

4. Enter information for this autoallocation set. The fields displayed vary depending on whether the allocation set contains Oracle Projects rules, General Ledger batches, or both.

   The following table lists fields for General Ledger batches and describes the information you can enter.

   If the Parameters window displays...	Then do this...
   Name	Nothing - field is for display only.
   Period	Select or enter an accounting period for your General Ledger batches.
   Budget (Optional)	Select or enter a budget.
   Journal Effective Date	Select a date. Note: You can specify any date if the profile option GL: Allow Non-Business Day Transactions is set to Yes. Otherwise, specify a business date.
   Calculation Effective Date	Select a date in any open, future (that can be entered), closed, or permanently closed period. The default is the closest business day in the chosen period.
   Usage	Select Standard Balances or Average Balances

   Note: The system displays the Journal Effective Date, Calculation Effective Date, and Usage fields for General Ledger batches when General Ledger uses an average balance ledger.

   The following table lists fields for Oracle Projects rules and describes the information you can enter.

   If the Parameters window displays...	Then do this...
   GL Period PA Period	Select a period. If the project rules belong only to the GL period type, enter only the GL Period field. Otherwise, enter both fields. If all project rules belong only to the PA period type, enter only the PA Period field.
   Expenditure Item Date	Select or enter the expenditure item date for your allocations transactions.

5. Choose Submit or Schedule. If you are scheduling the process to run at a later time, select a date and time, and then choose Submit.

Troubleshooting AutoAllocations

If a step down autoallocation set appears to run, but stops before executing all steps and the process does not generate any exceptions, then check for one or both of the following conditions:

• The Auto Release setting for the allocation rule, timeout setting, and Oracle Workflow notification parameters may be interacting in a way that stops the autoallocation run.

  If Auto Release is deselected on the Allocation Rule window, then Oracle Workflow processes the allocation rule. The workflow timeout attribute (set to a certain number of minutes) executes three times. If the person notified by the workflow does not respond in that amount of time, the step down autoallocation stops at that point in the autoallocation set. See: Processes for the PA Step Down Allocation Workflow, Oracle Projects Implementation Guide; and Timeout Attribute, Oracle Projects Implementation Guide.

• The directory used for the debug log written by Oracle Workflow is set incorrectly. Set the utl_file_dir parameter in the init.ora file to the same directory that is specified in the PA: Debug Log Directory profile option (see: PA: Debug Log Directory, Oracle Projects Implementation Guide). If the two do not match, the PA Step Down Allocation workflow will fail (return an exception).