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Allocation Elements

The Allocation element allows configuration development to specify settings for allocations that move money into funds. This is used in conjunction with <AllocationFrom>.  It allows the Allocation section to appear on the Activity Detail screen and controls defaults and allowable entries.  If this element is present then a record will be written to AsAllocation when the activity is saved. 

Using an allocation element creates the allocation structure in the activity with options for the user to select.

Allocation Structure Example

Allocation structure created by using Allocation elements

 

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