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 Sender and Receiver Rules for Periodic Repostings/Allocations

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:

  1. Posted amounts

  2. Fixed amount

  3. Fixed price

Sender values for indirect activity allocation can be determined according to the following rules:

  1. Posted amount

  2. Fixed amounts

  3. Inversely determined quantities

Receiver Rules

You can use the following receiver rules for distribution, assessment, and periodic reposting:

  1. Variable portions

  2. Fixed amounts

  3. Fixed percentages

  4. Fixed portions

Note 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.

End of the note.

You can use the following receiver tracing factors for indirect activity allocation:

  1. Variable portions

  2. Fixed amounts

  3. Fixed percentages

  4. Fixed portions

Receiver Tracing Factors

If you are using the receiver rule Variable portions , you can use the following receiver tracing factors:

  1. Act. costs

  2. Planned costs

  3. Actual consumption

  4. Plan consumption

  5. Actual statistical key figures

  6. Plan statistical key figures

  7. Actual activity

  8. Plan activity

  9. Statistical actual costs

  10. Statistical plan costs

Note 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.

End of the note.

For more information, see Combinations of Sender and Receiver Rules