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Linking, allocating and deallocating statements
Linking, allocating and deallocating statements

This feature is great for when you need to make corrections or delete statements

Elsa Stadler avatar
Written by Elsa Stadler
Updated over a week ago

First navigate to the ‘Statements’ page

Linking statements

Typically the system tries to automatically link all statement items of a statement when it first loaded into the system. Sometimes you might want to manually link a statement's items again, for example if you had previously manually unlinked some products/product agreements, in order to make changes.

In that case, apply filters  and/or select the applicable statements as required and click Link:

Allocating statements

Before allocating statements, make sure that they have a status of Ready.
If the relevant statements are still in the Not Ready state, please ensure that all the items of the relevant statements are linked first (see above on how to link).

Allocating a single statement

Click directly on the Ready status label of any statement to allocate the statement:

Allocating multiple statements

Click directly on the Ready status label of any statement to immediately allocate the statement or select the applicable statements as required.
Typically you might want to allocate all Ready statements:

Click Allocate:

Deallocating statements

Deallocating a single statement

Click directly on the Allocated status label of any statement to deallocate the statement:

Deallocating multiple statements

Apply filters and/or selected the applicable statements as required.
Typically you might want to apply a filter to deallocate Allocated statements, although be careful here to not just filter on all Allocated statements before deallocating, because normally you might want to only deallocate a few statements... and not ALL statements that has ever been allocated. In this case selecting the specific statements you want to deallocate, is probably a good idea 😅 

Click Deallocate:

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