Allocation Methods

Allocation methods are predefined calculated accounting distributions. The lower part of the grid is where allocation details (accounting distributions) are added. The Weight/Value/Exp field allows the entry of anything from simple values to complex expressions based on the values in the register. Substitution variables can be selected from the drop-down box as well.

Once selected, variables are added to the selection box to the right. Copy a variable by highlighting it and pressing Ctrl+C. You can use these variables in expression fields. See Appendix B: Substitution Variables for a list of substitution variables. Each allocation method contains these fields:

Field	Description
Method ID	A unique identifier for the Allocation.
Name	This contains the Allocation name. This field is linked to the detail grid on the Calculation Plans page.
Description	This contains the Allocation description. This field is displayed as the Plan Data page’s Class Description.
Value Type	Select the calculation method that the allocation will use.
Fixed Value	Uses a static amount for the Allocation accounts.
Expression	Specifies that the value for the allocation account will be calculated using an expression defined in the in the Weight/Val/Exp field.
Expression (ZP)	This method will suppress zeroes for Activity (non-Cumulative) type accounts during Expression calculation.
Wage Percentage (called Value Percentage in all other solutions)	Specifies that the value for the allocation account will be calculated by multiplying the person’s wage by the value entered in the Weight/Val/Exp field.

NOTE: For additional value types that are available for other Planning solutions, see Appendix C: Calculations (Allocation Methods) .