Creating a dimension override and weight builder
You can use this procedure to create a dimension override and weight builder for actuals allocation:
- Select Processing > Allocations > Allocation Control.
- On the Actuals tab, select the Dimension Override And Weight Builder tab.
- Click Create.
-
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.
- In the Select Dimension Overrides section, specify which dimension overrides to allocate to.
- Click Next.
-
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.
-
On the Weight Data Source tab, specify the source of the
weight data.
- 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.
- Specify a posting, summary, or node value.
- 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.
- Click Next.
- The Summary tab shows the specified dimension overrides and the weight data source.
- Select Finish.
- The Allocation Control page is displayed.