Allocation Rules

Definition

You use an allocation rule to determine how amounts and quantities are allocated between sender objects (sender values) and receiver objects (receiver tracing factor). The rules for the allocation types are made up of sender and receiver rules.

  • Sender rule

    The sender values for the distribution or assessment can be determined on the basis of the following rules:

    • Posted amounts

    • Fixed amounts

    • Fixed rates

  • Receiver rule

    The sender values for the distribution or assessment can be determined on the basis of the following rules:

    • Variable portions

    • Fixed amounts

    • Fixed percentages

    • Fixed portions

Use

You can combine all sender and receiver rules for the distribution and assessment.

Combination of sender and receiver rules

Sender

Receiver

Fixed amounts

Fixed percentages

Fixed portions

Variable portions

Posted amounts

X

X

X

X

Fixed amounts

X

X

X

X

Fixed rates

X

X

X

X