Open Forum

 View Only
  • 1.  Can you disable the reports that print from Project Allocator?

    SILVER CONTRIBUTOR
    Posted Jun 22, 2021 03:44 PM
    Can you disable the reports that print from Project Allocator?
     SL 2018 CU4

    ------------------------------
    Mackenzie Platten
    Crestwood Associates L.L.C.
    Schaumburg IL
    ------------------------------


  • 2.  RE: Can you disable the reports that print from Project Allocator?

    TOP CONTRIBUTOR
    Posted Jun 23, 2021 01:00 PM
    We've never found a way to directly turn off printing allocation reports when not running auto-allocations (which we did for most of the years we've run SL).   If you have auto-allocation turned on, then those batches don't print.    We turned on auto-allocation about a year ago (finally) and only get those reports now when we re-run allocations in the  Allocation Processor screen.

    Prior to that, we coached the billing team, i.e. those tasked with running allocator) to set their printer to a file location we used to collect the allocation reports.    They would go in and rename the allocator reports every time they ran it.

    Please be aware that the default configuration for Allocator is that the data tables for printing the Allocation Audit reports (PA450A/PA450B) are cleared the next time that the allocation process is run.    Those reports are the only way to trace how allocations are calculated, so if you have any sort of error in the allocation method - you don't have a way to look at how the allocation is calculated.   

    In our case, we created a custom SQL app that copies the PJALLSRT table contents to a custom archive table.    We use extracts from that archive periodically in pivot tables to illustrate how the allocator calculates a given batch/project/etc. for troubleshooting purposes.

    Hope this helps.

    Best regards,

    Gail J-N

    ------------------------------
    Gail Jones-Nemeth
    Financial Systems Analyst
    Creative Associates Int'l
    Chevy Chase MD
    ------------------------------



  • 3.  RE: Can you disable the reports that print from Project Allocator?

    TOP CONTRIBUTOR
    Posted Jun 24, 2021 04:53 PM
    PS to complete the answer on this. there is a way to set a flag in SL so that allocation records are NOT deleted the next time allocator runs.    You can add a record in the Control Parameter screen (PA.CNT.00)  with the following values:
    Control Type:           PA
    Control Code:          ALLOC-SORT-DELETE
    Description:             Keep PJALLSRT records until next close
    Control Data:           N

    This allows our custom application to run nightly to archive allocation data from the PJALLSRT table.

    Hope this helps.

    ------------------------------
    Gail Jones-Nemeth
    Financial Systems Analyst
    Creative Associates Int'l
    Chevy Chase MD
    ------------------------------