The Allotment Formula (AFOR) reference page allows you to establish and maintain allotment formulas, which are used to automatically create allotment lines. The allotment formulas can be set up for a Budget Structure and BFY while allotment frequency is inferred from the Allotment Options page. Allotment periods and percentage are defined depending on allotment frequency. The Allotment Formula ID is then selected on the budget transactions that have allotments. The formula selected on the budget transaction is used to create the allotment lines on applying the action Auto Allotment Distribution.
The periods should be defined matching the frequency, for example, when lines are allotted Quarterly four or five periods (in case of adjustment periods) need to be defined. Similarly, allotment percentages should total to 100%. The Budget transaction will perform the period and percentage validations. Therefore, if set up is incorrect, multiple budget transactions may fail and should be re-loaded after making updates to allotment formula.