If the rent you charge (or pay) should be pro-rated for different tenants in a building, you can create an allocation template and assign it to a Lease BP. The template will designate a breakdown of the costs for each tenant and Primavera Unifier will use this breakdown to create the payment calculations.
For example, for accounting purposes, the rent for a building is to be charged back to departments, based on each department’s space usage. The Marketing Department uses 60% of the space and IT uses 40% of the space. If the total rent for the building is $5000 per month, then Marketing would be charged $3000 and IT would be charged $2000 per month.
To create an allocation template
1 | Open the Lease BP you want to create the template for. |
2 | Click the Allocation button. The Allocation Templates window opens. |
3 | Click the New button. The Add/Edit Allocation Details window opens. |
4 | Use the information in the following table to complete the top three fields in this window. |
In this field: |
Do this: |
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Allocation Name |
Enter a name for the allocation template. This name will appear on the list of allocation templates you can select for the record or line item you create. |
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Payment Type |
Click the arrow and select the payment type that should be used for the allocations. |
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Allocation Type |
Select the type of allocation to use for the pro-ration.
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5 | Click the Add button. Primavera Unifier enters a row number and opens an editable text box in the Description field. |
6 | Use the information in the following table to add rows to the allocation template. |
In this field: |
Do this: |
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Description |
Enter a name to identify the allocation, such as “Sales Dept” or “Uptown Restaurant”. |
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Allocation Value |
Enter the value of the Allocation Type.
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Cost Code |
From the picker that opens, select the cost code for the allocation. |
7 | To add more rows to the allocation template, repeat steps 5 and 6. |
8 | Click OK. |
To link an allocation template to a lease business process
1 | Open the Lease business process record to which you want to link the template. |
2 | Click the Allocation button. The Allocation Templates window opens. |
3 | Select the template you want and click Open. |
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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.