Valid combinations of To and From posting options

The calculations and the journal entry creations function the same way when the From and To post options are reversed. This information is valid for budgets and for actuals.

For interest allocations, the selected options must be a From post option of Consolidate and a To post option of Split. Only a single override can be used. You cannot set up multiple overrides for an interest allocation.

This table shows the valid combinations and the steps to perform based on the posting options.


Post from option	Post to option	Post from transactions	Post to transactions
Consolidate	Retain	Consolidate the calculated Post To transaction amounts and generate the Post From transaction. Follow-up setup: On the From Mapping tab, complete the fields in the Single Override section. These fields are used to define the accounting string to use for the Post From transactions if they are different from the source address. See Setting up a single override in an allocation line.	For each derived source address, calculate the amount based on the source percentage and generate the Post To transactions. Follow-up setup: On the To Mapping tab, complete the fields in the Single Override section. These fields are used to define the accounting string to use for the Post To transactions if they are different from the source address. See Setting up a single override in an allocation line.
Consolidate	Compute	Consolidate the calculated post to transaction amounts and generate the Post From transaction. Follow-up setup: In the From Mapping tab, complete the fields in the Single Override section. These fields are used to define the accounting string for the Post From transactions if they are different from the source address. See Setting up a single override in an allocation line.	For each derived source address, calculate the amount based on the compute statement and generate the Post To transactions. Follow-up setup: In the To Mapping tab, complete the fields in the Single Override section. These fields are used to define the accounting string for the Post To transactions if they are different from the source address. See Setting up a single override in an allocation line. Create and assign the allocation line compute statement. See Creating allocation line source compute statements.
Consolidate	Split	Consolidate the calculated Post To transaction amounts and generate the Post From transaction. Follow-up setup: In the From Mapping tab, complete the fields in the Single Override section. These fields are used to define the accounting string to use for the Post From transactions if they are different from the source address. See Setting up a single override in an allocation line.	For each derived source address, split the derived source amount into multiple weighted Post To transactions based on the Multiple Override setup. Follow-up setup: In the To Mapping tab, complete the fields in the Multiple Override section. These fields are used to define the accounting strings for which the source amounts are split and the weight value for the split. See Setting up multiple overrides in an allocation line. For the other dimensions, complete the fields in the Single Override section. Use the Single override section to specify an element for the Post To transactions when it is different from the source address. See Setting up a single override in an allocation line. Create and assign the summary or group weight compute statement. See Creating allocation line weight compute statements.
Split	Split	For each derived source address, split the derived source amount into multiple weighted Post Fom transactions based on the Multiple Override setup. Follow-up setup: In the From Mapping tab, complete the fields in the Multiple Override section. These fields are used to define the accounting strings to which the source amounts are split and the weight value for the split. See Setting up multiple overrides in an allocation line. For the other dimensions, comlete the fields in the Single Override section. These fields are used to define an element for the Post From transactions if they are different from the source address. See Setting up a single override in an allocation line. Create and assign the summary or group weight compute statement. See Creating allocation line weight compute statements.	For each derived source address, split the derived source amount into multiple weighted Post To transactions based on the Multiple Override setup. Follow-up setup: In the To Mapping tab, complete the fields in the Multiple Override section. These fields are used to define the accounting strings to which the source amounts are split and the weight value for the split. See Setting up multiple overrides in an allocation line. For the other dimensions, complete the fields in the Single Override section. These fields are used to define an element for the Post To transactions if they are different from the source address. See Setting up a single override in an allocation line. Create and assign the summary or group weight compute statement. See Creating allocation line weight compute statements.