1. User's Guide
  2. Working with Management Ledger Profitability
  3. Working with Management Ledger Allocations
  4. Creating and Managing Management Ledger Allocations
  5. Defining and Managing Calculation Rules in Management Ledger Models
  6. Creating Management Ledger Allocation Rules
  7. Defining a Destination for Management Ledger Allocation Rules

Defining a Destination for Management Ledger Allocation Rules

Defining a Source for Management Ledger Allocation Rules describes how to enter the data source for a Management Ledger allocation. The next step is to define an allocation destination, the dimensions to receive the expense or other data you are pulling from the allocation source.

To define the destination to which the allocation rule will assign data:

  1. In an open rule, click the Destination tab (Figure 10-11).

    Figure 10-11 The Destination Tab of the Management Ledger Allocation Rule Definition Area


    Enter required information as described in the following steps.
  2. Select the dimension and member that are to receive the allocated data.
  3. Optional: Select Same As Source if the destination dimension is the same as the source.
  4. Optional: Filter the data as described in Defining a Source for Management Ledger Allocation Rules, step 3.
  5. When the rule destination information is complete, click Save button (Save).
  6. The next step is to enter a Driver Basis for the allocated data.

Figure 10-12 shows one of the destinations of allocated data for the Furnishings and Equipment rule—the CostCenters dimension and various members named CC followed by a number.

Figure 10-12 Management Ledger Allocation Destination Definition Example


This illustration shows rule destination assignments as described in the previous paragraph.

To enter a driver basis for the rule, see Defining a Driver Basis for Management Ledger Allocation Rules.

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