Elements an allocation contains

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

This table shows each element and its purpose:


Element	Purpose
Source	Determines which accounting units and accounts hold the values that are allocated. See Source.
Post from	Determines which accounting units and accounts the allocation posts from. Note: The Source and the Post From are 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 Post options.
Post to	Determines which accounting units and accounts the allocation posts to. See Post options.
Driver	A driver is the factor used in an allocation. Drivers include percentages, fixed or dynamic factors, and computed statements. See Allocation methods.
Pool	Optionally, you can use a pool if the post from does not match the source for the allocation. For example, when you are posting from a contra accounting unit. You can also use a pool to define the accounting units that determine the amount or units that are allocated.