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COST POOL * (USAGE FACTOR / TOTAL USAGE)

General Ledger uses the following format to represent the equation.

A * B / C

Each factor in this equation relates to a separate formula line. Follow the Allocation Formula Rules to enter combinations of fixed amounts and accounts in formula lines A, B, and C.

   To enter an account in a MassBudget formula line:

1. Enter the account for the A, B, or C line of your formula. Enter accounts with parent segment values to create a formula that references accounts with the corresponding child segment values.

When you enter an account, General Ledger ensures that segment values are valid and enabled.

2. Assign a segment Type for each account segment. The combination of parent/child segment values and types tells General Ledger which related accounts are used by that portion of the formula.

3. Enter the account Balance Type to use for the formula line. If you enter the Budget balance type, you must also enter a Budget name. If you enter the Encumbrance balance type, you must also enter an Encumbrance Type.

4. Enter the Relative Period for the account balance you want to use. You can choose from the following relative periods:

• Current Period

• Previous Period

• Year Ago, Same Period

5. Enter the Amount Type you want to use. You can choose from the following amount types:

• Period-to-Date

• Project-to-Date

• Quarter-to-Date

• Year-to-Date

6. Once you have entered your A, B, and C formula lines, enter the Target account.

7. You can enter an Offset account if you want to generate balanced MassBudget journals. The offset formula line is optional for MassBudgets, since budgets do not have to balance.

See Also

Entering a Target Account

Entering an Offsetting Account

Validating MassAllocation and MassBudget Batches

Generating MassBudgets Journals