You can modify most aspects of an allocation rule or delete a rule, with certain restrictions:

• If an allocation run exists for a rule, you cannot modify the:

  • allocation method

  • basis method, allocation period type, source amount class, source amount type, or offset method for an incremental rule

• You cannot delete a rule that is used in an existing allocation run.

• You can delete or modify source lines, but this may affect the audit trail of the earlier runs.

Error messages may notify you of other restrictions as you work with an allocation rule.

To modify or delete an allocation rule:

1. Find the rule you want to modify or delete. See: Finding and Viewing Allocation Rules.

2. Delete or modify the rule as shown in the following table:

   To...	Do This
   Modify a rule	Navigate to the appropriate window and enter the changes.
   Delete a rule	Choose Delete Record from the Edit menu.

3. Save your changes.