Creating Management Ledger Allocation Rules

Allocation rules form the core of Management Ledger models. They determine how allocated data flows and how drivers determine allocation amounts.

To define allocation rules for one POV in a Management Ledger model:

1. In an open Management Ledger model, select Manage Rules in the Manage Program group (About the Management Ledger Manage Rules Areas).
2. In the Manage Rules content area (Figure 10-2, enter the year and period for a valid POV, and then click (Refresh).
3. In the Rule Sets area, select a rule set.
4. Do one of the following.

   • In the Rules area, click , and then select Allocation, or

   • Select Actions, then select Create Rule, and then select Create Allocation Rule (Figure 10-8)

   Figure 10-8 The Description Tab of the Management Ledger Rule Definition Area

   
   
   
5. Enter a name for the rule.
6. Optional: In the Description box, enter a description of the rule set.
7. Optional: Select Enabled to indicate that the rule is active when the calculation is performed.
8. Enter a Sequence number to determine the order in which the rule runs within the rule set.

   Rules with the same sequence number will run at the same time if parallel calculation is enabled for the rule set and the computer hardware supports it.

9. If selected, Use Rule Set Context indicates that the rule set context is applied to the current rule, if one was defined.

   If a global context has been enabled for the rule set, it will also be applied.

10. When the rule set definition is complete, click Save, .

To define a source for the allocation rule, see Defining a Source for Management Ledger Allocation Rules.

To edit and delete rules, see Managing Management Ledger Rules.

To create a custom calculation rule, see Creating Management Ledger Custom Calculation Rules.