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How to Copy Cost Account Values from y-1 to y based on historical contribution

Hi all,

I am looking for a best-practice for a specific business case, where Personnel cost is planned as a percentage of Net Sales (based on previous year contribution).

We have a business case, where (for example..) personnel cost for 2018 is planned based on previous year (2017) contribution. The contribution is calculated by (Personnel cost 2017/Net Sales 2017).


- for 2017, we have the actual Personnel Cost and Net Sales

- for 2018, we have already planned the Net Sales.

- Now we want to plan the Personnel Cost. In this way: Personnel Cost 2018 = (Personnel cost 2017/Net Sales 2017) * Net Sales 2018.

I am looking for a best-practice to do so. I tried for instance the allocate/distribute processing functions, but since you can not set the account as both source and target in these processing functions, it did not help me out yet.

Any help/suggestion is welcome!


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1 Answer

  • May 09, 2018 at 08:58 PM

    Hi Maarten,

    Currently we do not support version specific formula's or accounts that are input (or loaded) within one type of version and calculated for another type of version (plan).

    One ideas for now is to have two Personnel Cost accounts - 1 for actual , 1 for plan and it rolls up to total Personnel Cost.

    ID Desc			 Hierarchy	Formula
    1 Personnel Cost	 4	
    2 Net Sales		
    3 Planned Personnel Cost 4	       [5]/[6]*[2]
    4 Total Personal Cost		
    5 Prior Personnel Cost (Actual)        LOOKUP([1] ,[d/Time]= Previous("YEAR",1) AND [d/Version]= "public.Actual" )
    6 Prior Net Sales (Actual)	        LOOKUP([2] ,[d/Time]= Previous("YEAR",1) AND [d/Version]= "public.Actual" )
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