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Setting Up Allocation Ratios (CALR) |
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Sun Documentation -
Corporate Allocations
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Page 3 of 3 Ratio Amount
This controls the accounting periods for which transactions are selected from the ratio accounts and used to calculate the ratio amounts. Four options are available: - Balance - this option selects all postings up to and including the periods specified during the Allocation Run.
- Change in Balance - this option selects transactions entered since the previous allocation run, up to the periods selected during the allocation run.
- Period - this option selects the transactions for the period, or period range, selected during the allocation run.
- Year to Date - this option selects all postings made during the current year, up to and including the periods specified during the allocation run.
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Ratio Basis
This determines how the allocation ratio transactions selected are used to calculate the allocation amount. Three options are available: - Fixed Amount - using this option the ratio amount becomes the target posting amount.
- Absolute Percentage - using this option the ratio amount is treated as a fixed percentage. This percentage of the source amount becomes the target posting amount.
- Relative Percentage - using this option the ratio is calculated from the ratio transactions selected, based on the analysis codes referenced in the filter selection criteria. Each analysis code identifies a target for the allocation e.g. a department. The proportion for that analysis code is calculated as the value of the ratio transactions for that code, to the total ratio amount. See What are Allocation Ratios? for a worked example.
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Ratio Actual/BudgetThe ledger on whose transactions the ratio calculation should be based. Only registered users can write comments.
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Corporate Allocations 
