Default allocation relations setup

You can use default allocation relations as the template for allocation relations that have repetitive occurrences of a same source and destination dimensions. This is applicable for different allocation models (budget year, budget period, or actual model).

Default allocation relations can be qualitative (for example, the assignment of a building using square meters as the cost driver) or quantitative. The quantitative allocation relations are used to assign the costs of an activity to the final cost objects.

To set up default allocation relations, perform these steps:

1. Create an allocation rule set usingthe Allocation Rule Sets (tfcat4101m000) session.
2. Create default allocation relations for source/destination combinations in the Default Allocation Relations (tfcat4503m000) session.
3. Create the required cost categories in the Cost Categories (tfcat0102m000) session.
4. Link ledger accounts to the defined cost categories in the Ledger Accounts by Cost Category (tfcat0103m000) session. Use these cost categories in the default allocation relations.
5. Copy the default allocation relations data using the Copy Default Allocation Relations into Allocation Relations (tfcat4203m000) session.