> ## Documentation Index > Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt > Use this file to discover all available pages before exploring further. # Creating Benefit Allocations > Add beneficiaries to a Purchase Activity using the Add Benefit quick action. ## How to Create a Benefit Allocation Navigate to the **Purchase Activity** record detail page. * In the **Benefits** section of the details, the **Active Beneficiaries** field (`Active_Beneficiaries__c`) shows how many beneficiaries are currently assigned. * The **Maximum Allocations** field (`Maximum_Allocations__c`) shows the maximum number of beneficiaries allowed on this Purchase Activity. This is the cap copied from the Product, and it is the limit enforced for this purchase. The Benefits section of a Purchase Activity showing the Active Beneficiaries and Maximum Allocations fields At the top-right of the Purchase Activity record detail page, click **Add Benefit**. The Add Benefit button at the top right of a Purchase Activity record **Define the individuals** who will receive the benefit, then click **Next**. The Add Benefit dialog listing the individuals available to receive the benefit The individuals shown in this section are only active Contacts within the Account who do not already have an active Benefit Allocation for the same Purchase Activity. Fill in the appropriate **start and end date**, then click **Next**. These set the `Benefit_Start_Date__c` and `Benefit_End_Date__c` fields on the new `Benefit_Allocation__c` record. The Add Benefit dialog with the start and end date fields The start and end dates of the benefit must match the subscription start and end dates. Your **Benefit Allocation** has been created. Click **Close**. Confirmation that the Benefit Allocation has been created ## Limitations and Common Pitfalls * **You cannot exceed Maximum Allocations.** Adding more beneficiaries than the Purchase Activity's **Maximum Allocations** is blocked with a validation error. * **Benefit dates must match the subscription.** The benefit start and end dates must match the subscription's start and end dates. * **Only eligible Contacts appear.** The selector shows only active Contacts on the Account that do not already have an active allocation for the same Purchase Activity.