Strategic Ledger allocations

Strategic Ledger allocations process summarized Strategic Ledger transactions based on a primary user analysis value and other organizational criteria. The primary user analysis is allocated to multiple user analysis values within the same user analysis.

  • Base allocations on calculated values using transaction amounts or units, or both.

  • Define the source of allocation using a pool and a driver. The pool and driver includes a primary user analysis value and additional filtering using other user analysis and General Ledger organizational criteria.

    The driver is used to determine the allocated percentage of the pool. The driver is then multiplied by the pool.

  • Determine how the allocated amount is split with a driver.