Set up dynamic allocations
The dynamic allocation method is based on changeable values. For example, the number of employees in a cost center or the items sold of a cost object in a specific time period. There are nine pre-defined allocation bases and twelve dynamic date ranges. You can set different filters based on the allocation base.
The following table shows which filters are possible for different allocation bases and which values are valid in the No. Filter and Group Filter fields. Press F1 in the Date Filter Code field to read detailed descriptions.
| Base | No. Filter | Date Filter Code | Cost Center Filter | Cost Object Filter | Group Filter |
|---|---|---|---|---|---|
| G/L Entries | G/L Account | Yes | Yes | Yes | N/A |
| G/L Budget Entries | G/L Account | Yes | Yes | Yes | G/L Budget Name |
| Cost Type Entries | Cost Type | Yes | Yes | Yes | N/A |
| Cost Budget Entries | Cost Type | Yes | Yes | Yes | Budget Name |
| No of Employees | N/A | Yes | Yes | Yes | N/A |
| Items Sold (Qty) | Item No. | Yes | Yes | Yes | Inventory Posting Group |
| Items Purchased (Qty) | Item No. | Yes | Yes | Yes | Inventory Posting Group |
| Items Sold (Amount) | Item No. | Yes | Yes | Yes | Inventory Posting Group |
| Items Purchased (Amount) | Item No. | Yes | Yes | Yes | Inventory Posting Group |
Most dynamic allocation bases depend on a net change in a specific time period. It would not be practical if this time period were set up with a typical date filter because the date range would have to be newly defined before each allocation.
The Date Filter Code field for the calculation of dynamic allocation bases lets users define a dynamic date range without using a static date. If the allocation bases are updated, the date filter is automatically updated by using the current work date. The current date is the default value for the work date.
The following date filter codes are predefined:
Empty
Week
Last Week
Month
Last Month
Month of Last Year
Year
Last Year
Period
Last Period
Period of Last Year
Fiscal Year
Last Fiscal Year
Set up dynamic allocations
Watch the following video for a quick demonstration of a dynamic allocation.