Defining Allocation Manager Rules

This topic provides an overview of allocation rules setup, fixed source and fixed basis options in allocations, lists prerequisites, and discusses how to:

Determine the list of dimensions to use.
Create a list of sources.
Define an Allocation Manager rule.
Define the allocation rule source.
Define the allocation rule basis.
Review common dimensions.
Define the target.
Assign residual amounts.
Specify offset target information.
Define allocation template.

Pages Used to Define Allocation Manager Rules

Page Name	Definition Name	Navigation	Usage
Fixed Dimension Setup	PF_AL_DIM_TBL	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Fixed Basis Dimensions, then select Fixed Dimension Setup	Determine the list of dimensions that you can use with fixed source and basis.
Allocation DataMap Setup	PF_AL_DM_TBL	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select DataMap Setup, then select Allocation DataMap Setup	Create a list of sources for the source, basis, or target and specify dimensions for your datamap. The purpose of this page is to reduce the of number datamaps from which to choose. In addition, you can give the datamaps more intuitive names. Add as many datamaps as necessary.
Select Dimensions	PF_AL_SELECT_DIM	Click the Select Dimensions button on the Allocation DataMap Setup page	Select the dimension metadata type.
Rules - Method	PF_AL_METHOD_DEFN	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Method	Define an Allocation Manager rule and select the method.
Rules - Copy Rule	PF_AL_RULE_COPY	Click on the select Save As button on the Allocation Manager Rules - Method page.	Copy Allocation Manager rules.
Rules - Source	PF_AL_SOURCE_DEFN	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Source	Define the allocation rule sources.
Fixed Source Dimension Setup	PF_AL_USE_FSRC_DIM	Click on theselect Choose Fixed Source Dimension link on the Allocation Manager Rules - Source page.	Select which dimensions for a fixed source.
Rules - Basis	PF_AL_BASIS_DEFN	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Basis	Define the allocation rule basis.
Fixed Basis Dimension Setup	PF_AL_USE_FIX_DIM	Click on the Choose Fixed Basis Dimension link on the Allocation Manager Rules - Basis page.	Select which dimensions for a fixed basis.
Rules - Source to Basis Relationship	PF_AL_COM_DIM_DEFN	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Source to Basis Relationship	Review all common dimensions between the source and the basis.
Rules - Target	PF_AL_TGT_DEFN	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Target	Define the target, including the allocation mappings. The target is the destination to which the amounts that are defined by the source and basis are allocated.
Allocation Manager Rules - Residual	PF_AL_RESID_DEFN	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Residual	Assign residual amounts after the source amount has been allocated to dimensions in the target datamap. You can specify the residual account to use and other dimensions as applicable.
Rules - Offset	PF_AL_OFFSET_DEFN	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Offset	Specify offset target information based on dimensions in the target datamap.
Allocation Template	PF_AL_TMPLT_DEFN	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Allocation Template	Predefine a set of source, basis, and target datamaps that you can later associate with any allocation rule.

Understanding Allocation Rule Setup

The following list represents required and optional tasks necessary to set up allocation rules.

Define datamaps for your source, basis, and target.

This step is a required prerequisite.

Note: PeopleSoft provides the Datamap Wizard to greatly simplify the creation of datamaps.

The Datamap Wizard can be found using either of these navigation paths:

EPM Foundation, Foundation Metadata, Metadata Wizards, Datamap Wizard

EPM Foundation, Data Enrichment Tools, Allocation Manager, Datamap Wizard

See Datamap Wizard Page.
Select fixed dimensions to use with a fixed source or basis.

This step is optional if you are not using a fixed source or basis.
Select DataMaps for the allocation source, basis, and target.

This step is required.
Define an allocation rule and select the calculation method.

This step is required.
Define the allocation rule source.

This step is required.
Define the allocation rule basis.

This step is required.
Review all common dimensions between the source and the basis.

This step is required.
Define the allocation rule target, including the allocation mappings.

This step is required.
Assign post-allocation residual amounts.

This step is optional.
Specify offset target information.

This step is optional.

With the exception of the first list item above, you use the Allocation Manager Rules component to set up all remaining tasks.

Note: You must set up the DataMaps and constraints you want to use in the allocation prior to creating an allocation rule.

See Defining Allocation Manager Rules, Setting Up Datamaps.

Streamlining Allocation Rule Setup with the Allocation Template

PeopleSoft EPM provides an allocation template that enables you to predefine a set of source, basis, and target DataMaps that you can later associate with any allocation rule, thereby saving time and ensuring DataMap consistency among various users setting up allocation rules.

When you define an allocation template you can associate it with an allocation rule using the Template field on the Method page, which is a part of the Allocation Manager Rules component. Once you select a template on the Method page, the appropriate source, basis, and target DataMaps automatically populate the Source, Basis, and Target pages.

See Allocation Template Page.

Understanding Allocation Manager Fixed Source and Fixed Basis Options

Allocation Manager gives you the flexibility of adding fixed source and basis values in an allocation rule without referencing a database table. For example, you may only have a few dimension values that you want to use in a rule, like a source amount of $100,000 that you want to allocate to the accounts in the Basis table. Or, you may want to perform an arithmetic allocation and multiply all values by a fixed rate of 0.25. In these cases, it is much simpler to input the value in the rule, without having to create a database table.

You use datamap metadata to define the tables that contain the source, basis, and target for your allocation in the Allocation Manager rule. However, in some cases you might not have source or basis data stored in tables in your database. To accommodate this situation, we deliver a set of metadata (the FIX_BASIS datamap, filters and constraints PF_AL_FIX_SOURCE , PF_AL_FIX_BASIS) that point to the same fixed source and basis table (PS_FP_AL_FIX_BASIS). You can tailor this table by adding your organization's dimensions to it on the Fixed Dimensions page. Use the Fixed Dimension page to list the dimensions and assign prompt tables and trees and select values for each dimension.

Note: Fixed source and basis is used with the Allocation Manager only. It is available with all allocation methods except period-based allocation.

Note: Before you create an Allocation Manager rule to associate with a SetID, create a PF_AL_FIX_BASIS and PF_AL_FIX_SOURCE filter and constraint for that SetID. You can model the setup for the PF_AL_FIX_BASIS and PF_AL_FIX_SOURCE filter and constraint using the sample data under the SHARE SetID.

Calculating Offset Target Information (Optional)

Allocation Manager enables you to calculate offsets for the target balance. Offset accounts aid in balancing source transaction and budget entries. You can use offsets to balance ledgers. You can create either single or multiple offsets. A single offset allows a single target entry for the entire offset and multiple offsets create identical set of target entries with the target measure values negated. Also, a separate offset entry can be created for each of the residual amounts. You must ensure at least one key value is different from the residual entry in order to avoid collisions. The same is true if a single offset entry is selected.

The following is an example of an arithmetic method offset allocation account:

Source		Basis		Target
Department	Amount	Department	Unit	Department	Amount
CORP	1000	DIV1	0.1	DIV1	100
		DIV2	0.1	DIV2	100
		DIV3	0.2	DIV3	200
				OFST (Offset Account)	=400

In this example, the offset account is equal to 400, which is the same total for Divisions (DIV) 1, 2, and 3.

Prerequisites

Before setting up your Allocation Manager rules, you must:

Complete the setup of your metadata (tablemaps, datamaps, and constraints).

See Understanding Metadata
Define any value objects on the Value Object page.

See Setting Up Value Objects

Fixed Dimension Setup Page

Use the Fixed Dimension Setup page (PF_AL_DIM_TBL) to determine the list of dimensions that you can use with fixed source and basis.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Fixed Basis Dimensions, then select Fixed Dimension Setup

Image: Fixed Dimension Setup page

This example illustrates the fields and controls on the Fixed Dimension Setup page. You can find definitions for the fields and controls later on this page.

Dimension Name

Each dimension on this page is based on the FIX_BASIS datamap. This datamap is delivered with your system and consists of a generic table into which you can enter your organization-specific information. You can define a maximum of 12 dimensions for this datamap. PeopleSoft delivers this datamap with several dimensions; however, you can create more, if necessary.

Lookup Table and Lookup Tree

For each dimension, assign either prompt tables, trees, or both to select values.

Refresh

Changes to the FIX_BASIS datamap do not automatically display on this page. Click the Refresh button to update the page with any additions or deletions to the datamap.

Note: You can only change dimensions. Do not change attributes or the measure.

Allocation DataMap Setup Page

Use the Allocation DataMap Setup page (PF_AL_DM_TBL) to create a list of sources for the source, basis, or target and specify dimensions for your datamap. The purpose of this page is to reduce the of number datamaps from which to choose. In addition, you can give the datamaps more intuitive names. Add as many datamaps as necessary.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select DataMap Setup, then select Allocation DataMap Setup

Image: Allocation DataMap Setup page

This example illustrates the fields and controls on the Allocation DataMap Setup page. You can find definitions for the fields and controls later on this page.

DataMap Code

This code identifies the datamap.

Note: You must create the datamaps before using the Datamap component.

Target

If selected, the target indicates that the datamap can be used as a target. This check box is only an indicator. This is defined as part of the datamap definition.

Click the Select Dimensions button to access the Select Dimensions page and review the dimension fields in your datamaps. When you are done, click OK to return to the Allocation DataMap Setup page.

Use the Select Dimensions page (PF_AL_SELECT_DIM) to select the dimension metadata type.

Navigation

Click the Select Dimensions button on the Allocation DataMap Setup page

Image: Select Dimensions page

This example illustrates the fields and controls on the Select Dimensions page.

Rules - Method Page

Use the Rules - Method page (PF_AL_METHOD_DEFN) to define an Allocation Manager rule and select the method.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Method

Image: Method page

This example illustrates the fields and controls on the Method page.

Method

Select the calculation method for the allocation. The method determines the calculation options, such as how to determine the source amounts going to the targets.

Method options are: Arithmetic, Copy, Prorata, and Spread Even.

For the Arithmetic method, the Arithmetic Operation field becomes available for input.

For the Prorata method, the system prorates measures in source 1 across all common dimensions based on source 2 numbers.

For the Spread Even method, the system spreads source 1 measures evenly across all common dimensions based on source 2 numbers.

Method Help

Click this link to view additional information about the chosen calculation type.

For example, if you select the prorata method and click this link, the following information appears:

Divides the source amount proportionately among the targets based on basis measures.

The prorata method performs the following calculation:

Source Measure * Basis Measure / Basis Total Source Measure = Sum(measures in source grouped by common dimensions and source mapped dimensions)

Basis Measure = Sum(measures in basis grouped by common dimensions and basis mapped dimensions)

Basis Total = Sum(measures in basis grouped by common dimensions only)

Arithmetic Operation

For a method of Arithmetic, select the operation to use from Addition (+), Division (/), Multiplication (*), and Subtraction (-).

Period Based Allocation

Select this check box to specify period-based allocation.

This check box is only available when you select the Prorata and Spread Even methods.

Period-based allocation enables you to allocate from one period to one or more additional periods. For example, you may allocate quarterly source data into monthly target data based upon monthly basis data. To do this, a scenario ID must be specified for the basis on the Basis page. The scenario ID determines from which calendar to select the basis data. The calendar that is identified by the scenario that you selected on the Basis page determines which periods from the basis are used to perform the prorata or spread even processes.

Note: The source period must include one or more periods from the basis calendar. For example, if your source period is quarterly, your basis period should be monthly, weekly or daily.

Note: For period-based allocations, after the allocation is complete, the Merge application engine will move data directly from the temporary target table to the permanent target table.

Allocate Rounding Differences

Select this check box to enable rounding.

If selected the amount is rounded to 3 decimal points, or 83.333 per period.

In some allocation rules, the totals of the source amounts may not match the total amounts allocated. This may be due to the rule definition itself, or rounding errors introduced by the allocation. This feature will add the difference generated by the rounding to one row so that the total amount allocated is the same as the source amount.

You may also deselect this check box to disable rounding and increase system performance. If rounding is disabled, the system rounds all amounts that are prorated or distributed to the closest whole number for each period. This takes considerably less time than it would using rounding. For example, it is more time consuming to spread an amount of 1,0000 evenly across twelve periods because the results equals 83.33333333333 per period.

Template (optional)

Select a template if you want to associate a set of predefined source, basis, and target DataMaps with the allocation.

Selecting a template will automatically populate the Source, Basis, and Target pages with the DataMaps specified in the template.

See Allocation Template Page.

Copy Rule

Click to access the Copy Rule page, on which you can enter a new rule ID and copy the rule information. Enter an effective date. The system default is today's date. Click OK to save the changes and return to the Method page.

Compile

Click to individually compile the Allocation Manager rule. You can also use Mass Compile.

Note: You cannot use Mass Compile for allocation rules that are period-based or have the inter-business unit option selected. The system will skip these . You must compile these rules directly from the Allocation Manager Rules component.

Rules - Source Page

Use the Rules - Source page (PF_AL_SOURCE_DEFN) to define the allocation rule sources.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Source

Image: Source page

This example illustrates the fields and controls on the Source page.

Image: Source page with fixed source option and Tree node button

This example illustrates the fields and controls on the Source page with fixed source option and Tree node button. You can find definitions for the fields and controls later on this page.

Refresh

In correction mode, click Refresh to update the page with any additions or deletions to the DataMaps.

Use Fixed Source

Select this check box to enable the use of all available fixed dimensions.

See 'Using a Fixed Source' below.

Source Adjustment

Enter a source adjustment against the source datamap.

This field defaults to 1, but you can input a larger number for a multiplying factor against source amounts.

You can also input a negative number adjustment so that the source amounts are multiplied by a negative number.

Selecting a Source

If you are not using fixed source, you must specify the source to use in the allocation.

Source

Select a source from the available options. The options are based on the datamaps that are listed on the Allocation DataMap Setup page

Constraint

Select a constraint for the source DataMap.

If the criteria that you selected requires meta-value objects, the Assign Values to Value Objects group box appears and you can assign values to the constraint at this time.

Demo Source for Allocations

For the Source field, click the link to access the General Properties (DataMap) page and view the selected DataMap.

For the Constraint field, click the link to access the Constraint page and view the selected constraint.

Create New Constraint

Click to access to the Constraint setup page and create a new constraint.

Using a Fixed Source

Choose Fixed Source Dimension

For a fixed source, click this link to access the Fixed Source Dimension Setup page and select your dimensions.

Click OK to return to the Source page.

Fixed Source Value

If you select a fixed source, populate the value field for each dimension that you select

You must assign a value for each fixed dimension.

Where applicable, click the Tree Node button alongside the Fixed Source Value field to access the Tree Viewer page. Navigate through the tree by collapsing and expanding the tree. When you have located the tree node you want to use, click the Select button to select this node and return to the Source page.

Rules - Basis Page

Use the Rules - Basis page (PF_AL_BASIS_DEFN) to define the allocation rule basis.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Basis

Image: Basis page

This example illustrates the fields and controls on the Basis page.

Image: Basis page with fixed basis option

This example illustrates the fields and controls on the Basis page with fixed basis option. You can find definitions for the fields and controls later on this page.

Refresh

In correction mode, click Refresh to update the page with any additions or deletions to the DataMaps.

Use Fixed Basis

Select to use a fixed basis for this rule.

Basis Adjustment

Enter a basis adjustment against the basis datamap.

This field defaults to 1, but you can input a larger number for a multiplying factor against basis amounts.

You can also input a negative number adjustment so that the basis amounts are multiplied by a negative number.

Note: The allocation application engine applies the basis adjustment to the basis before it is used within the allocation calculation.

Note: If you selected the copy method, only the Basis Adjustment field is available on this page.

Selecting a Basis

Basis

Select a basis from the available options. The options are based on the datamaps that are listed on the Allocation DataMap Setup page

Constraint

Select a constraint for the basis DataMap.

If the criteria that you selected requires meta-value objects, the Assign Values to Value Objects group box appears and you can assign values to the constraint at this time.

Demo Basis for Allocations

For the Basis field, click the link to access the General Properties (DataMap) page and view the selected DataMap.

For the Constraint field, click the link to access the Constraint page and view the selected constraint.

Create New Constraint

Click to access to the Constraint setup page and create a new constraint.

Base Scenario

If you selected the Period Based Allocation check box on the Method page, select a basis scenario. Allocation Manager uses the calendar for the basis scenario that you selected to determine from which periods to use to prorate or spread the allocations. The target has the same fiscal year and accounting period as the basis.

Arithmetic Measure

For the arithmetic method, select a measure. The available measures are based on the datamap that you selected as the basis.

Using a Fixed Basis

Choose Fixed Basis Dimension

For a fixed basis, click this link to access the Fixed Basis Dimension Setup page and select your dimensions.

Click OK to return to the Basis page.

Prorata Measure

For the prorata method, select a prorata measure.

The available measures are based on the datamap that you selected as the basis.

Tree Level

Select the tree level to which you want to resolve your allocation. Your options are: No Tree Allocation, Allocate to leaf level, or Allocate to next node.

Select the values for each of the dimensions that you selected on the Fixed Basis Dimension Setup page.

Click the Use Tree Node next to any dimension field in which it displays to select the value using the Tree Viewer.

Resolve to Details

For tree node values, select this check box to sort your tree node information in ascending order.

Rules - Source to Basis Relationship Page

Use the Rules - Source to Basis Relationship page (PF_AL_COM_DIM_DEFN) to review all common dimensions between the source and the basis.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Source to Basis Relationship

Image: Source to Basis Relationship page

This example illustrates the fields and controls on the Source to Basis Relationship page.

This page lists the common dimensions. Common dimensions are very important as they are used to determine the divisor, therefore the ratio, for the spread even and prorata methods. For all methods, they determine how the source and basis are to be grouped before applying any mathematical formulas. Select from which source to base dimensions by selecting the Use check box.

The system determines the common dimensions using the descriptions of the datamaps for the source and basis. It considers that any source and basis fields with the same description represent the same information and are therefore a common dimension if the fields are marked as dimensions on both the source and basis. When looking for common dimensions, the system ignores case and spaces at the beginning and end of the description.

Rules - Target Page

Use the Rules - Target page (PF_AL_TGT_DEFN) to define the target, including the allocation mappings. The target is the destination to which the amounts that are defined by the source and basis are allocated.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Target

Image: Target page

This example illustrates the fields and controls on the Target page. You can find definitions for the fields and controls later on this page.

Target

Select the target datamap for the allocation.

Demo Target for Allocations

Click the link to access the General Properties (DataMap) page and view the selected target DataMap.

Target Field and Data Type

The system populates these fields based on the target you select.

Negate

Select the Negate check box to reverse the sign of the amount when the data is copied to the target table.

The Negate check box applies only to target fields with a data type of Measure.

(Map from) Source

Select to use the field values from the source records.

(Map from) Basis

Select to use the field values from the basis records.

(Map from) List

Select to use predefined value objects.

Map To

Specify the mapping for your selection.

Allocation Manager Rules - Residual Page

Use the Allocation Manager Rules - Residual page (PF_AL_RESID_DEFN) to assign residual amounts after the source amount has been allocated to dimensions in the target datamap. You can specify the residual account to use and other dimensions as applicable.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Residual

Image: Residual page

This example illustrates the fields and controls on the Residual page. You can find definitions for the fields and controls later on this page.

Allocate Residual

Select this check box to assign residual amounts after the source amount has been allocated to dimensions in the target datamap.

The page displays the target fields for the residual map.

List

Select this check box to allocate residual amounts of a target field to a value object.

The Map To field displays the value object.

Map To

If you select the List check box, the system displays the value object. Otherwise, you can enter the appropriate dimension value to use in this field. For example, to allocate residual amounts to a specific account, do not select the List check box. Simply select an account from the list of departments. You must select a value for at least one of the dimensions.

The following table provides an example of an arithmetic allocation rule in which the residual source amount is set up with a target department value of RES (Residual). DIV1, 2, and 3 use a total of 400. The residual amount is 600, so that amount is placed in the RES account.

Source		Basis		Target
Source Department	Amount	Basis Department	Unit	Department	Amount
CORP	1000	DIV1	0.1	DIV1	100
		DIV2	0.1	DIV2	100
		DIV3	0.2	DIV3	200
				RES (Residual Account)	600

Rules - Offset Page

Use the Rules - Offset page (PF_AL_OFFSET_DEFN) to specify offset target information based on dimensions in the target datamap.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Rules, then select Offset

Image: Offset page

This example illustrates the fields and controls on the Offset page.

Image: Offset page with single row offset option

This example illustrates the fields and controls on the Offset page with single row offset option. You can find definitions for the fields and controls later on this page.

Allocate Offset

Select this check box to allocate offset target information based on dimensions in the target datamap.

The system displays the target fields for the offset map.

Allocate Offset for Residual

Select this check box to allocate offset amounts for a residual amount.

The system displays the target fields for the offset for residual map.

Same as Source

Instead of selecting a dimension value for the offset, select this check box to use the source dimension value you already specified.

Same as Basis

Instead of selecting a dimension value for the offset, select this check box to use the basis dimension value you already specified.

List

Select this check box to allocate the offset to a value object.

The Map To field displays the value object.

Map To

If the List check box is selected, this field displays the value object and is not available for input.

If the List check box is not selected, you can enter the appropriate dimension value to use in this field.

For example, to allocate offset amounts to a specific account, do not select the List check box. Simply select an account from the list of accounts.

Note: You must select a value for at least one of the dimensions.

Allocation Template Page

Use the Allocation Template page (PF_AL_TMPLT_DEFN) to predefine a set of source, basis, and target datamaps that you can later associate with any allocation rule.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Allocation Template

Image: Allocation Template page

This example illustrates the fields and controls on the Allocation Template page. You can find definitions for the fields and controls later on this page.

Use the Allocation Template page to predefine a set of source, basis, and target DataMaps that you can later associate with any allocation rule.

Fields Common to this Page

Create New DataMap

Click the link to access the General Properties (DataMap) page and either create a new DataMap or select an existing DataMap.

Note: Once you select a DataMap and save the template, the link name changes to the DataMap description provided on the General Properties (DataMap) page. Also, the link will now access the General Properties (DataMap) page specific to the selected DataMap, where you can view or update details about the DataMap

Create New Constraint

Click this link to access the Constraints page and view details about the selected constraint.

Click the link to access the Constraints page and either create a new constraint or select an existing constraint.

Note: Once you select a constraint and save the template, the link name changes to the constraint description provided on the Constraint page. Also, the link will now access the Constraint page specific to the selected constraint, where you can view or update details about the constraint.

Source

Source DataMap

Select a source DataMap for the allocation template.

You can only select from DataMaps that are defined on the Allocation DataMap Setup page.

Source Constraint

Select a source DataMap constraint for the allocation template.

You can only select from constraints that are defined for this DataMap on the Constraints page.

Source Adjustment

Enter a source adjustment against the source datamap.

This field defaults to 1, but you can input a larger number for a multiplying factor against source amounts.

You can also input a negative number adjustment so that the source amounts are multiplied by a negative number.

Basis

Basis DataMap

Select a basis DataMap for the allocation template.

You can only select from DataMaps that are defined on the Allocation DataMap Setup page.

Basis Constraint

Select a basis DataMap constraint for the allocation template.

You can only select from constraints that are defined for this DataMap on the Constraints page.

Basis Adjustment

Enter a basis adjustment against the basis datamap.

This field defaults to 1, but you can input a larger number for a multiplying factor against basis amounts.

You can also input a negative number adjustment so that the basis amounts are multiplied by a negative number.

Note: The allocation application engine applies the basis adjustment to the basis before it is used within the allocation calculation.

Target

Target DataMap

Select a target DataMap for the allocation template.

You can only select from DataMaps that are defined on the Allocation DataMap Setup page.