Creating a dimension override and weight builder

You can use this procedure to create a dimension override and weight builder for actuals allocation:

  1. Select Processing > Allocations > Allocation Control.
  2. On the Actuals tab, select the Dimension Override And Weight Builder tab.
  3. Click Create.
  4. On the Dimension Override tab of the Dimension Override And Weight Builder wizard specify this information:
    Dimension Override And Weight Builder
    Specify the name of the dimension override and weight builder.
    Description
    Specify a description for the dimension override and weight builder.
  5. In the Select Dimension Overrides section, specify which dimension overrides to allocate to.
  6. Click Next.
  7. On the Weight Data Source tab, specify this information:
    Source Ledger
    Specify the source ledger for the weight data source. The default value is the ledger that is specified in the FEG core ledger.
    Source System Code
    Optionally, specify a code for a specific weight data source.
    Source Amount Type
    Specify the amount type of the weight values to include.
    Year To Date
    Select this check box to include period balances up to the current period.
    Life To Date
    Select this check box to include life to date balances up to the current period.
  8. On the Weight Data Source tab, specify the source of the weight data.
    1. Select a value for each of the applicable dimensions based on the weight data. The weight values that are returned are based on the specified dimension overrides and weight data source.
    2. Specify a posting, summary, or node value.
    3. Leave the Dimension field blank and select the check box Treat blank <Dimension> as empty. This check box only applies to non-required dimensions. The period of the weight data is the same as the period of the allocation run.
  9. Click Next.
  10. The Summary tab shows the specified dimension overrides and the weight data source.
  11. Select Finish.
  12. The Allocation Control page is displayed.