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Former Member

Problem in designing Allocation Driver

Dear Friends,

I need to write an allocation logic and following is the scenario

Total admin expense (parent level) need to be allocated to two base account between two different entity (i.e CHQ to Region Office) based on percentage

My questions are

  1. How to I create the allocation driver, my account dimension and entity dimension do not have any member or property
    that can be used in allocation drive.
  2. What member and property do I need to create in each dimension (based on above scenario, I think I only need to create
    allocation related member/properties in ACCOUNT & ENTITY Dimension).
  3. What need to be done to do allocation through Input Schedule.

Regards,

Nisha

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2 Answers

  • Best Answer
    Posted on Jul 06, 2012 at 09:05 PM

    Nisha,

    Just to add a bit more to Karthik's. Here is an example:

    This is a monthly OH expense from a statistical account to be allocated based on a percentage to various profit centers driven by a property that is set up in the profit center dimension. Please note that this snippet is incomplete. It doesn't include scoping and the write section. Also the amount from the 'what' account is later offset so the expense is not double counted.

    Is your allocation based on a set percentage or on some driver like sales, assets or expense?

    Akos


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    • Former Member

      Hi Akos,

      Thanks for the screen shot. I was just wondering if I can have a slightly better screen shot so that I am able to read it properly. I am sure it will help me as my allocation scenario is almost similar.

      Thanks,

      Nisha

  • Posted on Jul 05, 2012 at 06:36 AM

    Hi Nisha,

    This is a normal allocation process. First you have to define the mandatory WHAT and WHERE regions. In your case, Total admin expense(Source) will be in your What region and the two base accounts(Destination) will be your WHERE region.

    Next the drivers can be defined in the USING region and/or TOTAL region.

    The Factor can be defined as per your needs.

    1) Allocation driver must be stored prior to Allocation in USING and/or TOTAL regions. Some dummy members can be created to store the drivers in the dimensions.

    2) The members for source, destination and the driver regions must be created. If you wish to filter based on property, you may create such properties.

    3) Just make sure, you have data in source and driver regions. It can entered either through Input schedule or calculated and stored using any other logics.

    Karthik AJ

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