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Use this form to create period allocation keys that distribute budget transactions in fiscal year periods, or to explode sales orders in defined periods.
In the form, you can create period allocation keys for each ledger account in the budget model, and you can generate appropriate budget transactions for each period.
In the form, period allocation keys can automatically explode sales orders in a period. For example, a period allocation key can distribute an order of 1000 units over 30 days with a period percentage of 25 percent per week.
Note
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You can also find the form in > > . |
Navigating
the form
The following tables provide descriptions for the controls in this form.
Tabs
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Tab |
Description |
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Create and view period allocation keys. |
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View the information on the tab for the period allocation key that is selected on the tab. |
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View a graph of the period allocation key. To define the graphical presentation, click . |
Buttons
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Button |
Description |
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Define allocation percentages for each period, line by line. |
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Copy an existing allocation key to the selected key. |
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Calculate period allocation keys based on realized balances.
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Create a period allocation key. |
Fields
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Field |
Description |
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Create or edit a period allocation key. |
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Enter or view a descriptive text for the allocation key. |
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Select the check box if the allocation starts from the opening period of the year. Alternatively, the system date is the starting point. |
