Allocation pool
A pool identifies the collected costs, revenues, or units to allocate to activities. These balances can come from General Ledger or Project Accounting. The balances are accumulated on a period, year-to-date, or for activity pools only life-to-date basis.
General Ledger pools
General Ledger pools are comprised of balances for one or more companies, accounting units, accounts, and subaccounts. When you define a General Ledger pool, use a compute statement and compute parameters to identify the data in the pool.
General Ledger pool example
LGE Corporation is participating in a drug research study. They allocates a portion of their maintenance costs for diagnostic equipment to the study. These maintenance costs are collected in General Ledger. They define a General Ledger pool using this compute statement to identify the current period General Ledger balance: CPAMT * 1.
Next, they define parameters to select the current period-to-date amount for company 1501, accounting unit 299, and the equipment maintenance expense accounts.
Activity pools
Activity pools are comprised of posted balances for one or more activities and account categories. You can select a single activity for the pool, or you can use an activity list to select multiple activities.
See Use of Attribute Matrix attributes.
You can select a range of account categories or an account category group. You can define the cumulative basis for the activity pool as period, year or life-to-date, or you can define a compute statement that identifies the activity data such as period-to-date accounting unit balances stored in a specific activity.
Activity pool example
Moose Wood Outfitters allocate design costs incurred in one of its new store projects to specific project activities. They create a pool that selects the project's design activity and an account category group that specifies all account categories.