📘 Screen: Allocation Setup
An allocation is a rule for splitting a cost by percentage, set up once and reused. Instead of splitting the bill by hand every time, you build the rule — 40% to field A, 35% to field B, 25% to field C — and then choose that allocation in the entry, instead of pointing to a single field.
📍 Location in the system
Menu: Inventory > Allocation Setup
🧩 Main function
Set up the farm's allocation rules: the rule's name and the list of destinations with the percentage for each one. Destinations can be fields in the season (with a variety, when the field is split by variety) or fleet and facility items.
📝 Header fields
| Field | Description |
|---|---|
| Code | Rule number. |
| Description | Required. The name the rule will be chosen by later — it pays to be specific: "Pivot electricity — fields 1 to 4" says more than "Allocation 1". |
| % Total | Sum of the percentages entered so far. It serves as a check while you build the rule. |
| Active | Uncheck it to take the rule out of circulation without erasing the history of entries that already used it. |
📊 Destinations and their percentages
Each row is an allocation destination. Save the header first — without it, destinations cannot be entered.
| Field | Description |
|---|---|
| Field | The field in the season that receives its share of the cost. |
| Variety/Cultivar | Required when that field is set up to be split by variety. |
| Fleet / Facility | Alternative to a field: the share goes to a machine or facility. |
| Percentage (%) | Required. How much of the cost belongs to that destination. |
Each row must have either a field or a fleet item — a row with neither is not accepted.
⚠️ The 100% warning
When the total goes over 100%, the system warns: "WARNING: The total percentage has exceeded 100%". Check the % Total field before leaving the screen — a rule that adds up to 90% allocates less cost than it should, and one that adds up to 120% allocates more.
- Split rule set up once and reused
- Same criterion applied by everyone, no matter who enters it
- Percentage checked on the spot in the % Total field
❓ Frequently asked questions
How do I split a cost among several fields without calculating it by hand every time?
Set up the split once in Allocation Setup: give the rule a name and enter each field with its percentage. In entries that accept allocation, you choose the rule instead of pointing to a single field, and the amount is distributed according to the percentages set up.
Does the allocation have to add up to exactly 100%?
The system warns when the total goes over 100%, but does not stop a rule from staying below that. Since the percentage determines how much of the cost lands on each destination, it normally adds up to 100% — check the % Total field before using the rule.
Can I allocate to a machine instead of a field?
Yes. Each allocation row accepts a field or a Fleet / Facility item. That is how you split a cost among pieces of equipment, or among facilities, instead of among planted areas.
Why is the system asking for the variety in the allocation destination?
Because that field is set up to be split by variety in the season. In that case the cost needs to know which variety it belongs to, and the Variety/Cultivar field becomes required.
I cannot delete an allocation rule. What should I do?
Rules already used in entries cannot be deleted, so the cost history is not broken. Uncheck the Active field: the rule no longer appears for selection and the old entries stay intact.