Create Distribution Template

This procedure is used to create budget distribution templates containing specifications for distributing data from one Dataset to another.

Distribution templates are used to distribute a budget to another budget on a lower level. For example, a budget for a market (level 1) can be distributed to all customers (level 2) in that market.

Before you start

A sales budget version is defined. See Create Sales Budget Version.
Datasets are entered.

Follow these steps

Select program 'Sales Budget Distr Template. Open' (OSS422).
Create a budget distribution template and specify the budget year. Press Enter.
Specify a description and complete name.
Perform this step.
- To calculate budget distribution percentages automatically, specify the dataset used as the base for distribution.
  Note: The key definitions in the dataset must contain at least the two lowest key field in the target dataset.
- To calculate budget distribution percentages manually, specify the From dataset and budget version and the To dataset and budget version.
Specify a maximum of three Accumulator Field to distribute. To distribute more accumulator fields, another distribution template must be created. Press Enter.
To create more budget distribution templates, repeat steps 2 to 6. To end, press F3=End.