Understanding Groups and Subgroups
When you set up expense participation information, you can group two or more expense classes to define a common limit that applies to the sum of the classes within the group. The system compares the limit amount for the group to the gross share amount for each expense class in the group. If the sum of the gross share amounts for the group exceeds the group limit, the system performs a calculation that adjusts the net amount by the group adjustment amount.
To define more than one common limit for a group, you can create subgroups within the group that have different common limits than the one established for the group. For example, you could group two or more expense classes into a subgroup that has a common limit of 10,000, and then group that subgroup with other expense classes into a group that has a common limit of 16,000.
In this example, the expense classes CAMS and TXIN comprise the subgroup CU. You set up a separate expense participation record to identify the subgroup as CU with a limit of 6,000 and a computation method of L. The expense classes that comprise the group CUT include the two expense classes for the subgroup (CAMS and TXIN) and the expense class UTIL. You set up a separate expense participation record to identify the group as CUT with a limit of 9,000 and a computation method of L.