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Administrator Guide
Last Updated: 2025-04-04
Reprocess Allocation Plans

Reprocess Allocation Plans

  • Process an allocation plan.
  • Update an allocation pool configuration or statistic definition.
  • Configure the
    Allocation Plan Reprocess Event
     business process and security policy in the Financial Accounting functional area. You can optionally include an approval step.
When you update the configuration for an allocation pool with an effective date impacting existing allocation pool transactions, or make a change to a statistic definition used on an allocation pool, you can recalculate and apply those changes by reprocessing your allocation plan. See Concept: Effective Dating Allocation Pools.
You can't reprocess for an effective date more than 6 months before the latest period for which you process your allocation plan.
  1. Access the
    Reprocess Allocation Plan
     task.
  2. As you complete the task, consider:
    Option Description
    Statistics as of Date
    Select a date for statistics used in your allocation pool configurations:
    • Evaluation Date
       to use an accounting or budget grouping date as configured on your allocation plan.
    • Period End Date
       to use the statistic as of the last day of the selected fiscal period. Example: When you reprocess allocations for April, Workday uses the statistic as of April 30.
    • Select a Date
       to use the statistic as of a specific date.
    Workday uses this date in the process run for each period you reprocess.
    Statistics to Reprocess
    Displays statistic previously processed. When you only need to update the statistic, you don't need to create a corresponding pending pool version.
    Pending Pool Versions
    Review
    Pending
    allocation pool versions you need to reprocess. Delete a pending version to remove it from reprocessing.
    Deleted
    Pending
     versions are still available for reporting.
    Pending Statistics
    Review statistics you selected to reprocess.
  3. (Optional) Approve the
    Allocation Plan Reprocess Event
     business process to create allocation journals entries.
When submitted, Workday:
  • Identifies all allocation plan runs impacted by pending allocation pool versions and selected statistics.
  • Cancels only impacted allocation plan runs.
  • Launches the processing task to generate accounting using the updated configurations.
  • Updates the status of your allocation pools:
    • Outdated
      Active
       allocation pools change to
      Archived
       status.
    • Pending
       allocation pools change to
      Active
       status.
You must complete reprocessing an allocation plan before processing or reprocessing other allocation plans.
If needed, make additional
Pending
 pool versions or update statistic definitions, and rerun the reprocessing task.
If you need to make changes to source journal lines or your allocation plan, or transactions didn't process as expected, first access the
Cancel Allocation Plan Run
 task to cancel allocation plan runs. Make your changes, and access the
Process Allocation Plan
 task.
Security:
Process: Allocation Plans - Cancel
 in the Financial Accounting functional area