Define allocation weight

Complete the following steps to define allocation weight.

Procedure

  1. Select the Weight Method for the allocation. You can either use a Reference Account or a Fixed Coefficient.

    For a Reference Account, the amount for the different companies is related to the total for all target companies. This gives the percentage to use for each company.

    You can use any type of account, but for best results, avoid advanced formula calculation accounts, since these are run after allocations in the consolidation. If you use a Reference Account, you can define a Relative Period and an Actuality and use this distribution for the whole year, for all actualities.

    If you select a Fixed Coefficient, you must manually type percentages for all target companies in the target definition.

  2. Go to the Target tab to define the target settings for this allocation.
    Note: The weight calculation is performed in the top group currency as that is used for all the target companies. You can use weights greater than >100, but these values are recalculated to percentages relative to the total.