Elements that an allocation contain

For each allocation, you must define detail lines. The detail lines identify which posted amounts that you are allocating, which accounts you are posting from, which accounts you are posting to, and how the amounts will be allocated. Each detail line identifies at least one journal entry transaction. Before you can create an allocation, you must identify four elements: source, post to, post from, and driver. You also have the option of defining a pool to help determine your source.

This table describes each element and its purpose.


Element	Purpose
Source	Determines which accounting units and accounts hold the values that will be allocated. See Source.
Post from	Determines which accounting units and accounts the allocation will post from. Note: The Source and the Post From will be different, if the accounts from which you deduct the allocated funds are not the accounts that you identify in the journal entry for this allocation. See Posting options.
Post to	Determines which accounting units and accounts the allocation will post to. See Posting options.
Driver	A driver is the factor used in an allocation. Drivers can be percentages, fixed or dynamic factors, or compute statements. See Different allocation methods.
Pool (optional)	Use a pool if the post from does not match the source for the allocation. In other words, when you are posting from a contra accounting unit. Use a pool to define the accounting units that determine the amount or units that are allocated.