The Allocator is responsible for assigning all purchase transactions to the appropriate location-account-fund-sub-object code (LAFSO), including splitting payments between different LAFSOs and, in cases where use tax has been added, entering any non-taxable amounts (with reason codes) and freight charges, so use tax payments are accurately calculated. Allocators (if they fill only that role) cannot approve any transactions.
Re-Testing
The Allocator is responsible for maintaining his/her FlexCard program eligibility by re-taking the Reviewer/Allocator Exam before its expires.
Separation of Duties
An Allocator may also fill the role of a Cardholder.