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Allocation Group - Percent Method

Posted on by 1,355

I have a client wanting to use the allocation groups in the GL.  In testing we noticed the percentage allocation method only allocates period balances.  Is it possible to instead allocate the YTD balances on a percentage basis? 

The actual and ledger methods will do YTD but only on a ratio basis, not on a percentage.

Is it possible to do percentage allocations for YTD balances?

Please advise.  Thankyou

JG

  • JGarcia123 Profile Picture
    JGarcia123 1,355 on at
    RE: Allocation Group - Percent Method

    Thanks Jana,

    That's what I thought.  Appreciate the confirmation.

    JG

  • Verified answer
    CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: Allocation Group - Percent Method

    Hello JG,

    You are correct.  The percentage allocation only allocates the ptd amount.  That shouldn’t be a problem though.  Allocate period 1.  Then allocate period 2.  Then allocate period 3.  Etc.  If they are in period 06 as an example, by the time they have run the allocation for the first six periods, they have the ‘year to date’ allocated.

    Best Regards,

    Jana Macdonald

  • CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: Allocation Group - Percent Method

    Hello JG,

    I looked at the options for that screen, I don't think so, but I'm confirming with a GL specialist if it is possible.

    Best Regards,

    Jana MacDonald

  • JGarcia123 Profile Picture
    JGarcia123 1,355 on at
    RE: Allocation Group - Percent Method

    Hello Thomas,

    Appreciate the feedback, however it appears you are referencing a different system.  This post was for SL2018

  • Thomas Tian Profile Picture
    Thomas Tian on at
    RE: Allocation Group - Percent Method

    seems you can set a period here

    pastedimage1591328744308v1.png

  • Thomas Tian Profile Picture
    Thomas Tian on at
    RE: Allocation Group - Percent Method

    could you give some screenshot or repro steps for this isue

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