Defining an Allocation Offset for Allocation Rules

Defining a Driver for Allocation Rules describes how to select drivers that determine allocation amounts. The next step is to define an allocation offset location, the member to hold an increase to balance a corresponding decrease in the allocation source. This step is optional.

Note:

By default, offsets are written to the source but you can specify another location.

The offset location definition assumes a focus on the source with the option to select an alternate location. For example, suppose the allocation source is the Sales department intersecting the Salaries account. The default location for the offset is the intersection of Salaries and Sales. However, you can specify Outbound Allocations of the Sales department instead. By specifying that single change, you are instructing the system to write the offset entry at the source, except you are changing the target location so the offset is written to the intersection of Outbound Allocations and Sales dimension instead of the source.

To define the offset for an allocation rule:

1. In an allocation rule you are creating, click Offset.

   Figure A-8 The Offset Page of the Allocation Create Allocation Rule Screen

   
   
   
2. Select whether offset data should be written to the Source intersection, or to an alternate location.
3. If you select Post Offset to Alternate Location, select the dimension and member to hold the offset data.

   Note:

   For all dimensions where a member selection is NOT made, the same member as the source is used. Enter members to show how the offset location should DIFFER from the source.

4. When the rule source information is complete, click Save or Save and Close.

To edit and delete rules, see Managing Existing Rules with the Designer Screen.