Allocation precedence

Allocation precedence is managed by the allocation level. For a level, an account source’s value is always the same regardless of the number of allocation steps that use it as a source. At the end of an allocation level, the account’s source value is adjusted with the sum of all allocation step charges and discharges. This value is shown in reports and used for subsequent allocation level steps.

These rules apply to steps and allocations:

• Steps on a single allocation level can be run in any order.
• If the result of one allocation step must be used in a subsequent step, then the steps must be placed on two allocation levels.

This example is a single account used in multiple allocation levels:

Account status	Allocation step	Sum charges	Sum discharges	Final allocation level value
Allocation Level 2	50% discharged		2,000	2,000
Allocation Level 1 Step 2	10% discharged	0	1,000	4,000
Allocation Level 1 Step 1	50% discharged	0	5,000	5,000
Data entry value		0	0	10,000