Setting Corporate Allocation Ratios (CAR) - Filter
For a relative apportionment, the proportion or percentage to be allocated varies according to a target analysis code. For example, a different percentage might be required for each department, cost centre, or product. In this situation, the target analysis code must be held in a particular analysis dimension on the ledger transactions.
Using an example of apportioning a phone bill, a phone bill memo account contains transactions that indicate the ratio or percentage to be applied to each department. When the percentage is posted to the memo account, one of the ledger transaction analysis dimensions must identify the department code to which this percentage applies. The filter properties identify this ledger analysis dimension.