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AC30.1 - Allocation
Use Allocation (AC30.1) to define an allocation with a single allocation
pool. Single-pool allocations can be used to distribute costs, revenues, hours
or units from a single pool to one or more activities. The allocation pool
can consist of balances in one or more activities, or balances in one or more
general ledger accounts. The pool can be allocated to activities using any
of the following drivers:
- Fixed percentage. As an example, you might allocate overhead
costs to one or more activities using a predetermined percentage.
- Fixed factor. As an example, you might allocate project management
costs to one or more activities based on square footage associated with each
activity.
- Dynamic factor. As an example, you might allocate project
management costs to one or more activities based on the hours spent in the
activity each month.
Updated Files
ACALLOC -
ACALLOCX -
ACCATRANS -
ACPOOLDTL -
Referenced Files
ACACCTCAT -
ACACTIVITY -
ACALLOCGPX -
ACBUDHDR -
ACCATGRP -
ACCATGRPX -
ACCATSUMX -
ACPOOLHDR -
ACSTATUS -
ACTOTALS -
ACUOM -
CMPUTE -
GLINTCO -
MXLISTMBR -
AC30.2 - Multiple Pool Allocation
Use Multiple Pool Allocation (AC30.2) to define an allocation using
more than one allocation pool. Multiple pool allocations can be used to
distribute
costs, revenues, hours or units to activities. INstead of assigning one pool
to the entire allocation, you can identify a different pool for each activity
to which the allocation should be posted. The percentage allocated to each
activity is determined by a compute statement. A different compute statement
can be used for each activity to which the allocation is posted.
Examples of multiple pool allocations include:
- Allocating fringe benefit costs to activities based on the
ratio of each activity's labor costs to total labor costs for all activities
in a project
- Allocating overhead costs to projects owned by a given department
based on the ratio of each activity's costs to total departmental costs
Updated Files
ACALLOC -
ACALLOCX -
ACCATRANS -
ACPOOLDTL -
Referenced Files
ACACCTCAT -
ACACTIVITY -
ACALLOCGPX -
ACCATSUMX -
ACCMPPARAM -
ACPOOLHDR -
ACSTATUS -
ACTOTALS -
ACUOM -
CMPUTE -
GLINTCO -
MXLISTMBR -
AC30.3 - List Allocation
Use List Allocation (AC30.3) to post an allocation to a list of activities.
List allocations require a single pool, which can consist of activity balances
or GL balances (amounts or units). The pool is allocated to activities that
are members of a list. The percentage allocated to the activities in the list
is determined by a compute statement. You can use automatic or manual lists
in a list allocation.
If the post-to activities change frequently and can be identified with
an automatic list, you can reduce the allocation maintenance since the list
is dynamically generated each time the allocation is processed.
**Processing Effect
List allocations have an activity posting option which determines how
the allocation is calculated.
- The pool option allows you to calculate and add amounts to
activities in the pool, such as adding a capital interest charge to activities
in a construction project. For the pool option, an activity pool is required.
The activity list assigned to the pool must be the same as the post-to
activity
list.
- The consolidate options allows you to allocate pool balances
to a large or frequently changing set of activities, such as allocating
project
management costs to a list of activities based on the ratio of each activity's
hours to total project hours.
Updated Files
ACALLOC -
ACALLOCX -
ACCATRANS -
ACPOOLDTL -
MXLISTHDR -
MXLISTMBR -
Referenced Files
ACACCTCAT -
ACACTGRP -
ACACTIVITY -
ACACTMXVAL -
ACADDLCNTR -
ACALLOCGPX -
ACAMCODE -
ACASNROLE -
ACASSIGN -
ACCATMXVAL -
ACCATSUM -
ACCATSUMX -
ACCMPPARAM -
ACCNTRACT -
ACGRPMXVAL -
ACPOOLHDR -
ACROLE -
ACSTATUS -
ACTOTALS -
ACUOM -
CMPUTE -
GLINTCO -
GMAWARD -
MXCATDEF -
MXELEMENT -
MXLISTDTL -
MXOBJCAT -
STRUCTURE -
AC30.4 - New Allocation
Use New Allocation (AC30.4) to define an allocation header. An allocation
header is required nd contains rules for how the allocation should be
processed.new
allocation and defaults for it. You can override some of these rules using
the More button on each allocation line on AC30.1 or AC30.2.
Updated Files
ACALLOC -
ACALLOCX -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACTIVITY -
ACALLOCGPX -
ACCATSUMX -
ACSTATUS -
INVOKED Programs
IFAC
ACAC
ACTA
API4
IFCU
IFOB
IFSG
IFLU
IFUP
SLSE
SLSU
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