---
title: "Run allocations (GL504500)"
description: "You can use this window to process all allocations that are active in a post period or only selected allocations."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/run-allocations-gl504500/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/llms.txt


# Run allocations (GL504500)

Last modified February 19, 2026

> You can use this window to process all allocations that are active in a post period or only selected allocations.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can use this window to process all allocations that are active in a post period or only
selected allocations.
You must process an allocation at least once during each
financial period involved.
An allocation can be processed multiple times during the
same post period. You can open the **Allocation history** tab in
the [Allocations ( GL204500)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/allocations-gl204500/index.md) window to check how
many batches were created for the selected allocation. Batches will not be generated
if the chosen post period is closed.
For more information on using allocations, see:
[About allocation rules](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-allocations/about-allocation-rules/index.md).

If you are processing the allocations manually, note that allocations with the lowest **Sort order** values should be processed first.

The batches generated as the result of processing allocations appear in the [Release transactions (GL501000)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/release-transactions-gl501000/index.md) and [Post transactions (GL502000)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/post-transactions-gl502000/index.md) windows.
They can be
modified and posted as other batches.

This window is available only if the **Allocation templates** functionality is enabled in the [Enable/disable functionalities (CS100000)](https://docs.vismasoftware.no/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/index.md) window.

## The window toolbar

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Button</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Process</td>
<td class="vismanet-table__cell">Generates the batches for the allocations you have selected in the table.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Process all</td>
<td class="vismanet-table__cell">Generates the batches for all allocations.</td>
</tr>

</table>


## The top part

By using the elements in this area, you can select the post period for allocations.

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Allocation date</td>
<td class="vismanet-table__cell">The date of allocation.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Post period</td>
<td class="vismanet-table__cell">The financial period for which you want to view and process allocations.</td>
</tr>

</table>


## The table

This table displays a list of the allocations active in the financial period selected as the **Post period**.

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Column</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Allocation ID</td>
<td class="vismanet-table__cell">The identifier of the allocation. The numbering series for allocations is assigned in the <a href="/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-preferences-gl102000/index.md">General ledger preferences (GL102000)</a> window.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Description</td>
<td class="vismanet-table__cell">The detailed description of the allocation.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Distribution method</td>
<td class="vismanet-table__cell"><p>The way a source amount should be distributed between the
destination accounts. The available options are as follows:</p>
<dl>
<dt>By percent</dt>
<dd>By percentages, with a total of 100 percent</dd>
<dt>By weight</dt>
<dd>By user-defined coefficients, with the total not defined</dd>
<dt>By destination account YTD</dt>
<dd>To year-to-date balances on the specified accounts</dd>
<dt>By destination account PTD</dt>
<dd>To period-to-date balances on the specified accounts</dd>
</dl></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Allocation ledger</td>
<td class="vismanet-table__cell">The ledger where the allocation takes place. The source and target accounts must belong to the same ledger.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Sort order</td>
<td class="vismanet-table__cell">An integer that indicates the priority of the allocation. The allocations with lower values are processed first.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Last batch</td>
<td class="vismanet-table__cell">The ID of the batch that was last generated for the allocation.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Batch period</td>
<td class="vismanet-table__cell">The period for which the last batch was generated.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Batch amount</td>
<td class="vismanet-table__cell">The control total of the batch.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Batch status</td>
<td class="vismanet-table__cell"><p>The status of the batch. By default, the status of an allocation batch is <strong>Balanced</strong>.</p>
<p>If an allocation batch was modified by a user, it can be saved only if the status remains <strong>Balanced</strong>.</p>
</td>
</tr>

</table>


Parent topic:

[General ledger windows - overview](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-windows-overview/index.md)

Related reference

[Allocations ( GL204500)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/allocations-gl204500/index.md)

[Journal transactions (GL301000)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/journal-transactions-gl301000/index.md)

[Release transactions (GL501000)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/release-transactions-gl501000/index.md)

[Post transactions (GL502000)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/post-transactions-gl502000/index.md)

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/general-ledger/manage-allocations/about-allocation-rules/index.md">About allocation rules</a></li>
</ul>


---

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