Allocation Function in Integrated Planning

[Former Member]

Dear all,

When reading the documentation on Integrated Planning ("New BI Capabilities..") I noticed the Allocate function is not mentioned.

These functions are mentioned:

Revaluation

Reposting

Formulas

Currency translation

Unit conversion

Copy

Distribute with reference data

Distribute by keys

Delete

Is the Allocation function not available in Integrated Planning. Or is it now called "distribute by keys"? Would be confusing...

Kind regards,

Hans de Klein

[Former Member · Accepted solution]

Hans,

Allocation is not in BW-BPS 3.5 nor BI Integrated Planning only SEM-BPS.

You can work around it with copy, distribution and delete or a FOX formula. Also it may be best to set up an allocation drivers cube since in SEM-BPS, the allocation reference or % is configuration so you don't know what was used for a previous version or timeframe...

Hope this helps,

Mary

[Former Member]

Hi,

Even I am facing the same problem.I don't see any documentation for allocation planning function.

To me it appears more like distribution function, but could not figure out what trigger is for.Is it to trigger the planning function based on an event or something?

[Former Member]

The "Distribute with key" function is not clear to me. However distributing with a key could be the same functionality as an allocation function.

[olaf_fischer]

Dear all,

the allocation function is part of the SEM installation and since SAP BW3.5 not part of planning itself. When installing the SEM, the allocation function is available in BPS but not in BI Integrated Planning.

From my perspective there two typical situations for allocation of e.g. costs from costcenter/costelement:

1. The sender Costcenter/costelement is credited:

In this case the standard distribution function (within one characteristic) would do the same.

2. An other costcenter/costelement is credited:

Here you would require a combination of a fox formula (to copy the sender to the 'other' combination and to reverse the sign) and as a second step the standard distribution function (within one characteristic, with the option of not crediting the sender).

Best Regards, Olaf Fischer