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PLM Expense Allocation Template

Use this page to create and manage expense allocation templates.

Create an Expense Allocation Template

To create an expense allocation template, follow these steps:

Specify a unique Template No. and a Description.
Select a Charge No. for the expense allocation.
Select the Allocation Method.
Optionally, select a Category Name.
For each line in the Lines FastTab, select a lease.
If the allocation method is Percentage, specify a percentage amount.

Displays a read-only list of all available expense allocation templates. This list shows the following information:

The following field boxes are available:

Field	Description
General
Template No.	Specify a unique template number.
Description	Specify a template description.
Charge No.	Select a charge for the expense allocation.
Charge Description	Displays the charge description. Read-only.
Allocation Method	Select the allocation method for the template: Percentage: When selected, specify a percentage for the expense allocation in the Lines FastTab. Variable Amount: When selected, allows you to specify an expense allocation amount for each lease. Equal Amount: When selected, the invoice amount is split equally among all leases in the expense allocation.
Category Name	Select the category for the template. Optional. When selected, only leases that use the category type can be selected in the Lines FastTab.
Lines
Lease No.	Select a lease for the expense allocation. When a Category Name is selected in the General FastTab, only leases that use the specified category can be selected.
Property Levels	Select the lowest level for the selected lease.
Percentage	Specify the percentage for the expense allocation. Available and required for the Percentage allocation method. When Allow Expense Amount to Exceed the Invoice Amount is turned on on the PLM Property Lease Management Setup, the sum total of all allocation percentages can exceed 100.

The following actions are available: