Allocation

Purpose

Allocation Rules in JustPerform provides a comprehensive framework for defining & capturing varied allocation scenarios, upon execution system automatically transforms & apply the rules to the source data & generates the allocation results

Simplified user experience & business defined rules make this allocation business rule framework to be defined & maintained by users themselves - Transparency & Flexibility.

General allocation scenarios like distributing of source dataset values to one object or several other receiving datasets, based on drivers.

Allocation is typically used on cases of Product Costing, Profitability & Cost Analysis, Cost distribution, and Management Reporting.

Prerequisites

Define the Rule type as "Allocation" to create rule for Allocation.

Multiple allocation methods are supported like -

1. Driver: Input data is allocated using driver data within the model. Driver Method is used to allocate Input amount proportionately based on allocation driver details.

2. Reclass: Input data is reclassed to output data (similar to Account reclass). Used to 100% transfer data from Input to Output defined. In a business sense, it is 100 % allocation from Input to Output.