Bulk Allocation

1. Go to Manage Payments and click on Bulk Allocation.

2. Click the Enable button to proceed, or select Close to cancel and exit the Bulk Allocation module.

Note: Enabling Bulk Allocation will temporarily disable the following actions:

2. 1. • Save and Release in Billable Payment

      • Save and Release in Credit Memo

3. Once enabled, you can proceed by following the Bulk Allocation of Pending Payments steps.

1. Go to Manage Payments and click on Bulk Allocation.

2. Click the Enable button to proceed, or select Close to cancel and exit the Bulk Allocation module.

Note: Enabling Bulk Allocation will temporarily disable the following actions:

2. • 1. • • Save and Release in Billable Payment

          • Save and Release in Credit Memo

3. Click  Close to exit the Bulk Allocation module.

1. Tap the "Apply Allocation" button to begin processing.

2. The system will prioritize and process credit memos first, followed by regular payments.

3. Transactions are processed in batches of 20 line items at a time.

   • Several line entries will be displayed, depending on the total number of open payments and credit memos.

4. Once processed:

   • Transactions with no issues will be marked as "Success".

   • Transactions with errors will be marked as "Incomplete".

5. To review a batch:

   • Tap the line entry to open the Batch Allocation History screen.

   • This screen will show the allocation status of each transaction: either Allocated or Unallocated.

6. In the summary table:

   • The Allocated column shows the number of payments successfully allocated

   • The No Invoice column shows the count of transactions not allocated due to no available invoices.