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Creating Step-Down Allocations

Step-down allocations distribute amounts from one allocation pool to a subsidiary allocation pool. For example, you might first allocate a portion of your facility costs to your MIS department, then allocate total MIS costs (including the allocated facility costs) to other departments.

To create a step-down allocation, you must create a different recurring entry or MassAllocation formula batch for each allocation step. If you are using MassAllocations, create a parent and child segment value at each level. Use the parent value in the formula, and the child tracks the cost pool at each level.

Each accounting period, generate and post the first allocation batch, then generate and post each subsequent allocation batch.

See Also

Creating Allocations Using Recurring Journal Formulas

About MassAllocations

Creating Recurring Journal Formula Batches

Generating Recurring Journal Batches

Generating MassAllocation Journals


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