---
title: "Central Allocations - Setup and Configuration"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28406968/Central%20Allocations%20-%20Setup%20and%20Configuration"
format: markdown
---
Miscellaneous Tables and System Flags
**Central Allocation Miscellaneous Tables**
| **Table** | **Description** |
| --- | --- |
| **Central Allocation Customer** | List of customers available for use in Central Allocations. |
| **Central Allocation Drivers** | List of available drivers for use in Central Allocations. |
| **Central Allocation On-Charge GL Accounts** | Determines which GL accounts the on-charge costs will be posted against. |
| **Central Allocation Products** | Used to assign existing [Product Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378114) for use in Central Allocations. The list displayed contains the available products for use in Central Allocations. Products listed are based on the *Site Id.*
 |
| **Central Allocations Sites** | List of available site branches and their corresponding transport branches. |
| **Central Allocation Socket Parameters** | Defines the serial socket parameters for the connection to the weighbridge. |
| **Central Allocation Supplier Expense GL Accounts** | Used in the case where the company has hired out a vehicle (owner vehicle) for a delivery and an expense invoice has been created. If the Supplier (as defined in Vehicle Maintenance) matches the Supplier here, then the expense invoice will use the defined GL account. If there isn't a GL account defined here for the Supplier, then it will use the GL account defined in Supplier Maintenance. |
| **Central Allocation Trade Cartage** | Determines a "cost rate" for use in the calculation of On Charge costs and any Supplier invoices. The rates are broken down by customer, customer contract, distance traveled and load size. There is a default customer used here, shown by customer 000000, which is used when a customer is not set up within the miscellaneous table. |
**Central Allocation Flags**
| **Flag** | **Description** |
| --- | --- |
| **FeatureCAL** | Feature code to turn on Central Allocations. |
| **CenDesp** | Tailoring code to determine the despatch method for Central Allocations. |
| **CenLog** | Tailoring code for the day-end log file. All postings will go into this log file for debugging purposes. The log file is overwritten each time the day-end runs.
Defaults to* /prostix/dmp/centralAllocations.log*. |
| **CenSub%** | The default percentage of delivery charge that all subcontractors (owner drivers) will receive.
Defaults to *7%*. |
| **CenDSplit** | Used for the delivery charges where everything greater than or equal to this value will be determined to be a truck and trailer load. Anything under this value will be a tandem load.
This determines which column in the delivery charges to use to determine the rate.
Defaults to *20*. |
| **InvPstDte** | If enabled/activated, uses the invoice date as the posting date for invoices.
If disabled, then the previously existing functionality of using the current system date to post apples.
> ℹ️ This only impact invoices whose posting is delayed, such as those used in [Interim Invoicing](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28400532) or [Central Allocations](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389786). |
# Overview
Before Central Allocations can be used, the following system administration activities must be completed:
> Macro (toc)
---
# Setting up Central Allocation Sites
Before completing any sales transactions, a list of available sites must be created to enable selection in Central Allocations. A site is similar to a branch in Frameworks; however, sites are specific to Central Allocations.
1. Click **Frameworks **then type **Miscellaneous Table Maintenance **(or select **Miscellaneous Table Maintenance** from within the **System Administration - Tables **navigation tree).
2. Type *Central Allocation Sites *into the **Table:** field, then open the link.
3. Click **Add **to add a new site.
4. Type the *Branch number* into the **Site Code** field.
5. Type a *short site description* into the **Short Code** field.
6. Type the *transport branch number* that operates for the site into the **Transport Dept** field.
7. Type the *css text or colour code* into the **cssText/Colour Code** field which are then displayed in the *Transport Order View* screen for orders.
> ℹ️ Modern browsers support 140 named colors. These can be typed in as *hex codes* (eg #F08080) or *rgb code (red, green, blue) colour combinations* (For example, RGB(240, 128, 128)) or as the specific colour name (For example, LIGHTCORAL). These colours codes can be found on the internet if you search for html colour codes (Example: [http://htmlcolorcodes.com/color-names/](http://htmlcolorcodes.com/color-names/)).
8. Click **Save**.
9. Repeat steps** 3 - 8** for all sites that will use Central Allocations.
---
# Setting up Customers, Suppliers and Products
Before completing any sales transactions, all Customers, Suppliers and Products need to be flagged/setup as a Central Allocations Customer, Supplier or Product.
> Macro (toc)
## Setting up a Customer
To flag/setup a customer, allowing them to be selected from Central allocations, perform the following:
1. Click **Frameworks **then type **Customer Maintenance **(or select **Customer Maintenance** from within the **Receivables - Maintenance **navigation tree).
2. If an existing customer, enter part/s of the Customer name or the Customer number into the **Search** field, then click **Find **or directly click **Find **to display all Customers.
> ✅ If a new customer, refer to [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894) for further information.
3. Click the *Customer number hyperlink* to display the Customer details on the right pane.
4. Click the **Flags** tab.
5. Enabled the **Central Allocations** checkbox.
6. Click **Save**.
7. Repeat steps 2 - 6 to setup all customers that will use Central Allocations.
## Setting up GL accounts for external Supplier transport costs
Before completing any sales transactions, GL accounts must be created for external Supplier transport costs. When weighbridge ticket is invoiced to a customer that was delivered by a sub-contractor, a Recipient Created Tax Invoice (RCTI) for the supplier.
1. Click **Frameworks **then type **Miscellaneous Table Maintenance **(or select **Miscellaneous Table Maintenance** from within the **System Administration - Tables **navigation tree).
2. Type *Central Allocation Supplier Expense GL accounts *into the **Table:** field, then open the link.
3. Click **Add **to add a new Supplier Expense GL account for external Supplier transport costs.
4. Type the* ID of the Supplier *in the **Supplier Code** field.
> ✅ The Supplier must first be defined in Supplier Maintenance. Refer to [Supplier Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28390076) for further information.
5. Type *the GL account number that the Supplier invoices are to be posted to* into the **Expense GL Account** field.
> ℹ️ If this is not defined the GL account defined in Supplier Maintenance will be used.
6. Click **Save**.
7. Repeat steps 3 - 6 to setup all Supplier Expense GL accounts for external Supplier transport costs.
## Setting up Products
To flag/setup Products allowing them to be selected from Central allocations, perform the following:
1. Click **Frameworks** then type **Miscellaneous Table Maintenance **(or select **Miscellaneous Table Maintenance **from within the **System Administration - Tables **navigation tree).
2. Type *Central Allocation Products* into the **Table:** field, then open the link.
3. Click **Add **to add a new Product.
4. Type the* product code* into the **Product Code **field.
> ✅ This must be an existing product code previously defined in [Product Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378114).
5. Click **Save**.
6. Repeat steps 3 - 5 for all products that will use Central Allocations.
---
# Setting up GL settings for cartage
Before completing any sales transactions, GL settings must be created for cartage charges to the transport sites.
1. Click **Frameworks **then type **Miscellaneous Table Maintenance **(or select **Miscellaneous Table Maintenance **from within the **System Administration - Tables **navigation tree).
2. Type *Central Allocation On Charge GL Accounts *into the **Table:** field, then open the link.
3. Click **Add **to add a new cartage charge.
4. Type the* ID code for this GL allocation* in the **Code** field.
5. Type a *purpose for this GL allocation* in the **Purpose** field.
> ℹ️ *Note*: This does not need to be unique.
6. Type *the site ID of the quarry* into the **Site (From)** field.
7. Type *the GL account ID that will be debited for the cartage value* into the** GL Debit** field.
8. Type *the site ID of the transport department* into the **Transport Department (To)** field.
9. Type *the GL account ID that will be credited for the cartage value* into the **GL Credit** field.
10. Click **Save**.
11. Repeat steps 3 - 10 for all GL settings that must be created for cartage charges to the transport sites.
---
# Setting up the drivers
Before completing any sales transactions, a list of available drivers must be setup in order to be selected in Central Allocations.
1. Click **Frameworks **then type **Miscellaneous Table Maintenance **(or select **Miscellaneous Table Maintenance **from within the **System Administration - Tables **navigation tree).
2. Type *Central Allocation Drivers* into the **Table:** field, then open the link.
3. Click **Add **to add a new driver.
4. Type *the drivers name* into the **Driver Name **field.
5. Click **Save**.
6. Repeat steps 3 - 5 to setup all drivers that will use Central Allocations.
---
# Setting up vehicle configurations and types
Before completing any sales transactions, vehicle configurations & types must be setup.
1. Click **Frameworks **then type **Miscellaneous Table Maintenance **(or select **Miscellaneous Table Maintenance **from within the **System Administration - Tables **navigation tree).
2. Type *Central Allocation Vehicle Configuration* into the **Table:** field, then open the link.
3. Click **Add **to add a new vehicle configuration & type.
4. Type the *ID of the configuration type *into the **Code** field.
5. Type *a description* into the **Description **field. For example, tipper, truck & trailer, B double.
6. Click **Save**.
7. Repeat steps 3 - 6 for the setup of all vehicle configurations & types.
> ⚠️ **InstallerFW5120 **- Central Allocations - Iteration 3 Change requests is required to be installed via the **Miscellaneous Table Installed **to be able to access the **Central Allocation - Vehicle Configuration** miscellaneous table.
---
# Setting up a default customer vehicle
Customer vehicle details are not always known; however, Central Allocations requires a vehicle to process the weighbridge ticket. In the case of customer pickups, a default customer vehicle must be created and used as a place holder.
To setup the default customer vehicle, perform the following:
1. Create a new vehicle or select an existing vehicle to make the default vehicle. Refer to [Vehicles Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28410582) for further information.
2. Click **Frameworks **then type **Miscellaneous Table Maintenance **(or select **Miscellaneous Table Maintenance **from within the **System Administration - Tables **navigation tree).
3. Type *System Settings - General* into the **Table:** field, then open the link.
4. Type *cencusveh *into the **Code** field, then go to the **Value **column & type the** **vehicle registration number to use as the default customer vehicle, then click** Save**.
---
# Setting up cartage codes and rates for your own drivers and sub-contractors
Before completing any sales transactions, a charge for the delivery of materials must be setup for your own drivers and sub-contractors.
1. Click **Frameworks **then type **Miscellaneous Table Maintenance **(or select **Miscellaneous Table Maintenance **from within the **System Administration - Tables **navigation tree).
2. Type *Central Allocation Trade Cartage* into the **Table:** field.
3. Click **Add **to add a new cartage code & rate.
4. Type *the default rate code* into the **Code** field.
> ℹ️ This value should be a zero filled 3-digit code. For example, 001.
> ℹ️ For rates allocated to a specific vehicle type, the code should be *vehicle configuration code-zero filled 3-digit code*. For example, T-001.
5. Type *the maximum range in kilometres for this rate to apply* into the **KMS** field.
6. Type *the cartage rate charged for internal transport* into the **Std Cartage Rate** field.
7. Type *the cartage rate charged by sub-contractors* into the **Sub-Contractor Cartage Rate** field.
8. Click **Save**.
9. Repeat steps 3 - 8 for all charges to be setup for all your drivers and sub-contractors.
## Bulk Load of Cartage Rates
Alternatively, you can bulk load Cartage rates via an excel spreadsheet.
1. Click **Frameworks **then type **Miscellaneous Table Maintenance **(or select **Miscellaneous Table Maintenance **from within the **System Administration - Tables **navigation tree).
2. Type *Central Allocation Trade Cartage* into the **Table:** field.
3. From the Actions button select 'Download Template', add the required import file
> ⚠️ Spreadsheets should be in the following format:
> ⚠️
> ⚠️ 
4. Click the **Upload** button, and press **Save**.
---
# Setting up RCTI Creation and Emailing Settings
Before completing any sales transactions, a charge for the delivery of materials must be setup for your own drivers and sub-contractors.
1. Click **Frameworks **then type **Miscellaneous Table Maintenance **(or select **Miscellaneous Table Maintenance** from within the **System Administration - Tables **navigation tree).
2. Search for **Central Allocation RCTI Posting** Table and update parameters as per [Central Allocations RCTI Posting](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30524382).
> ⚠️ To generate RCTI Invoices you will need the RCTI.rbd template loaded onsite.