|
Components of Corporate Allocations |
|
|
|
|
Sun Documentation -
Corporate Allocations
|
|
Page 2 of 2
Defining the Allocation Components
Define each of the three allocation components separately using the following forms:
- Allocation Sources (CALSS)
- Allocation Targets (CALT)
- Allocation Ratios (CALR)
|
Bring the components together in an allocation setup sequence using Allocation Setup (CALS).
The components are defined separately so they can be reused in different allocations, without the need to re-enter the details each time. For example, you might need to define several different allocations that apportion the same source amount to different places, or update the same target accounts, or use the same allocation ratios to apportion different types of charges.
Building the Allocation Setup
An allocation setup consists of one or more allocation sequences. Each allocation sequence identifies an allocation source, target and optionally an allocation ratio, all of which determine a particular allocation instruction.
An allocation setup is defined using Allocation Setup (CALS).
Running an Allocation
An allocation is executed using Corporate Allocation Run (AR). This executes each allocation sequence. It selects the appropriate transactions from the allocation source, calculates the amount to be allocated, and generates the transactions required to update the target and offset accounts.
Stepped or Sequenced Allocations
Corporate Allocations allows for stepped or sequenced allocations, where calculations are carried out in a number of stages. For example, the costs of a marketing campaign may be divided between companies in the group based on turnover. Each company may then split the cost across sales departments on the basis of the number of units sold. The process of apportioning the campaign costs would take place in two steps. Firstly, the cost is split across group companies. Secondly, the cost is split by unit sales across sales departments. You control this by defining the point at which the allocation is posted.
Only registered users can write comments.
Please login or register.
|
Sun Documentation 
