Allocation Path View

Allocation Paths allow you to specify as many different unique paths through an entity structure to allocate to the ultimate beneficiary owners. You can create as many different paths as you require, and Transactions can be statically or dynamically linked to Paths however you like.

Allocation Path Features

An Allocation Path always belongs to an Entity Set, and dictates a unique path through the entities within the structure of that Entity Set to the ultimate owners. You can create as many Allocation Paths as you like.

Allocation Paths are used as one method to allocate Transactions to their ultimate owners. You can statically link a Transaction to a Path indicating that it must be allocated that way. Alternatively you can use our Allocation Mapping technology and allow the system to dynamically link Transactions to their appropriate paths whenever they are needed. This provides for a much more flexible and useful approach to managing your allocations through a structure.


Allocation Path Properties

An Allocation Path has the following properties:

NameDescription
[Key]
[Required]
Name
The unique user friendly name of this Allocation Path
DescriptionA user friendly description of this allocation path and its uses
Entity SetThe Entity Set this Allocation Path is contained within.
i.e. The Allocation Path is creating a path through the entities within this entity set.

Commands

An Allocation Path has the standard set of commands and functions when being viewed from a grid. See our standard grid functionality.