Best practice recommendations for allocations

Recommendation	Description
Create alternate structures	Create alternate structures for allocations for these reasons: Enterprise structures are large Not all posting elements are used Not all posting elements affect allocations Alternate structures must only contain posting elements that affect allocations.
Processing source address	When the source is processed at the posting details level, the calculation performance may be affected if the top summary is selected or the dimension is blank. Create alternate structures so that the direct parent is selected. You can also break the line into multiple lines so that the direct parent can be selected.
Multiline allocations	Put lines in separate steps only if there are dependencies between them.
Selecting report options	When you select report options, performance is affected. Select report options only when it is required.
Deleting allocation transactions	To conserve database space, use the Delete Run action on allocation transactions that are no longer required.
Allocation queue	Set up the allocation queue to track and save the history of allocations tasks.
Quick-post and batch post	Do not quick-post or schedule journal entry posting during allocation posting if locations that match allocations are written to by the posting process. Incorrect calculations may occur if the locations are read by allocations during the refresh of the Global Ledger Total (GLOT) cube that is triggered by posting.
Scheduling allocations	Do not schedule an allocation job during a scheduled refresh of the analytic cube because your allocation job may terminate.

Create alternate structures

Create alternate structures for allocations for these reasons:

Enterprise structures are large
Not all posting elements are used
Not all posting elements affect allocations

Alternate structures must only contain posting elements that affect allocations.

Processing source address

When the source is processed at the posting details level, the calculation performance may be affected if the top summary is selected or the dimension is blank. Create alternate structures so that the direct parent is selected. You can also break the line into multiple lines so that the direct parent can be selected.

Multiline allocations

Put lines in separate steps only if there are dependencies between them.

Selecting report options

When you select report options, performance is affected. Select report options only when it is required.

Deleting allocation transactions

To conserve database space, use the Delete Run action on allocation transactions that are no longer required.

Allocation queue

Set up the allocation queue to track and save the history of allocations tasks.

Quick-post and batch post

Do not quick-post or schedule journal entry posting during allocation posting if locations that match allocations are written to by the posting process. Incorrect calculations may occur if the locations are read by allocations during the refresh of the Global Ledger Total (GLOT) cube that is triggered by posting.

Scheduling allocations

Do not schedule an allocation job during a scheduled refresh of the analytic cube because your allocation job may terminate.