Reversing Allocation Runs

You can reverse any successful allocation run (that is, the status is Release Success). The reversal creates reversing expenditure items. If expenditure items have been transferred or split before reversal, then the rule reverses the transferred or split items. The reversal process creates reversal entries in the allocation history, so that the reversed amounts are considered for the next incremental allocation, if any.

Note: Reversing the allocation run reverses all of the transactions. You cannot reverse individual transactions. You cannot reverse an allocation run if any of the target projects in the run cannot accept new transactions.

To reverse an allocation run:

  1. Navigate to the Review Allocation Runs window

  2. Select an allocation run that has a status of Release Success, and then choose Reverse.

  3. In the Reverse an Allocation Run window, enter the parameters: