Defining the allocation components

Define each of the three allocation components separately using the following forms:

  • Corporate Allocation Sources (CAS)
  • Corporate Allocation Target (CAT)
  • Corporate Allocation Ratios (CAR)

Bring the components together in an allocation setup sequence using Corporate Allocation Setup (CAD).

The components are defined separately so they can be reused in different allocations, without the need to re-enter the details each time. For example, you might need to define several different allocations that apportion the same source amount to different places, or update the same target accounts, or use the same allocation ratios to apportion different types of charges.