The rules for the allocation types are comprised of sender and receiver rules. These are illustrated in the graphic:
Sender Rules
Sender values for distribution , assessment and periodic reposting can be determined according to the following rules:
Posted amounts
Fixed amount
Fixed price
Sender values for indirect activity allocation can be determined according to the following rules:
Posted amount
Fixed amounts
Inversely determined quantities
Receiver Rules
You can use the following receiver rules for distribution, assessment, and periodic reposting:
Variable portions
Fixed amounts
Fixed percentages
Fixed portions
Note
If, when defining the segment, you selected the receiver rule
Variable portions
, then those fields in which you must make entries in the following are marked as required entry fields. This helps prevent incorrect entries.
You can use the following receiver tracing factors for indirect activity allocation:
Variable portions
Fixed amounts
Fixed percentages
Fixed portions
Receiver Tracing Factors
If you are using the receiver rule
Variable portions
, you can use the following receiver tracing factors:
Act. costs
Planned costs
Actual consumption
Plan consumption
Actual statistical key figures
Plan statistical key figures
Actual activity
Plan activity
Statistical actual costs
Statistical plan costs
Note
If you are using variable portions as the receiver rule, together with, for example, the receiver tracing factors actual- or plan costs, this is described as flexible tracing factor determination. The tracing factor is determined by the system dynamically during the allocation, based on the posted amounts.
For more information, see Combinations of Sender and Receiver Rules