Allocation: Fixing an Allocation Rule
Allocation: Fixing an Allocation Rule
Use
Base site groups from the Classification System can be used in allocation rules. You can, however, make up your own base site groups in the allocation rule. These are valid for the allocation rule.
Allocation rules that are based on the base site groups from the Classification System are not fixed. Allocation rules containing sites that were grouped together manually are fixed. Allocation rules that are based on the base site groups from the Classification System are fixed if you change the quotas valid for the sites.
Features
When an allocation table is created using an allocation rule, a number of different things happen, depending on whether the allocation rule is fixed:
The base site groups from the Classification system are broken down into the individual sites when an allocation rule is created using the Classification system. If the assignment of sites to an existing base site group is changed in the Classification System after an allocation rule has been created, this change is taken into account the next time the allocation rule is used.
If, however, base site groups are created in the Classification system after an allocation rule that is not fixed has been created, this change is not taken into account the next time the allocation table is used
The base site groups in the allocation rule are broken down into the individual sites via the allocation rule. Since there is no link to the Classification system, new sites are only taken into account in a stock split if these are added manually to the group in the allocation rule.
Allocation rules generated by the system are always fixed.