Allocating Plan and Actual Values

Use

Separate allocation cycles are created for plan and actual allocations. In allocation segment definition, however, you can specify that

The plan data is allocated in actuals instead of the posted actual amounts and actual quantities,

or that

The actual data is allocated in the plan instead of the posted plan amounts and plan quantities.

Allocating plan values in an actual allocation cycle

To allocate plan values in actuals, select Plan Values in allocation segment definition. Actual amounts and actual quantities are then allocated in the same way as plan amounts and plan quantities.

Note Note

Allocations that have already occurred in the plan are not taken into account.

End of the note.

Allocating actual values in a plan allocation cycle

To allocate actual values in the plan, select Actual Values in allocation segment definition. Plan amounts and plan quantities are then allocated in the same way as actual amounts and actual quantities.

Note Note

Allocations that have already occurred in actuals are not taken into account.

End of the note.