Use this form to create an allocation basis rule. An allocation rule can have a reference to an allocation basis rule, which defines how and in what proportion the source amounts are distributed to the various destination lines when the allocation rule has a allocation method. An allocation basis rule can be used with many allocation rules.
Examples of basis allocation include the following.
-
Allocation based upon square footage: The cost of utilities expense is shared across all departments, based on the square footage of each department in relation to the total square footage of all departments.
-
Allocation based upon full-time employees (FTEs): The cost of renting office space is allocated, based on the number of FTEs working on each office project.
-
Allocation based upon revenue dollars: The cost of corporate advertising expense is shared across all departments, based on each department's sales in proportion to total departmental sales.
Navigating
the form
The following tables provide descriptions for the controls in this form.
Tabs
|
Tab |
Description |
|---|---|
|
Enter the company, account, and dimension information for the ledger allocation basis. |
|
|
View the company, account, and dimension information for the ledger allocation basis. |
Buttons
|
Button |
Description |
|---|---|
|
|
Opens the form, where you can specify the basis ledger accounts and dimensions. |
Fields
|
Field |
Description |
|---|---|
|
|
Enter a unique identifier to describe what the calculation for the allocation rule is based on. |
|
|
Enter a description for the basis ID. |
|
|
Enter the beginning date that the basis rule is effective from. |
|
|
Enter the ending date that the basis rule is effective to. |
|
|
Select the check box if the basis rule can be used to process allocations. |
|
|
Select the period interval for the current period. This information is used to determine the accounting periods used for the basis rule source. |
