Group Allocation Definitions

Security: Set Up: Allocations
domain in the Financial Accounting functional area.

By grouping allocation definitions, you can:

Run allocations for a particular company and time frame (monthly, quarterly, annually).

Set interdependencies between allocations within and between groups so that they run in order.

Monitor allocation processing in an organized manner.

You can't change the details of an allocation group set that has pending allocations. Cancel or finalize pending allocations before changing these settings.

Access the

Create Allocation Group Set

task.

As you complete the

Details

section, consider:

Option	Description
Time Frame	Workday uses your selection to determine the time frames available for processing allocation definitions in a group set. When you run your allocation group set: Workday aggregates source amounts across the periods in the selected time frame. The basis behavior can change. Example: When you use ledger accounts, Workday aggregates those ledgers across the selected time frame. Workday uses the last valid period in the selected time frame for statistics.
Ledger/Plan Structure	You can select 1 or more plan structures that you specified as targets in your allocation definitions.
Inactive	Workday limits you to 1 active allocation group set for each allocation definition.
Allocation Definitions Included in Group	If your allocation group set is active, you can only select an allocation definition that isn't already in use by another allocation group or group set for the same company.

You want to include facilities costs as part of your marketing costs before allocating those marketing costs to sales. Create an allocation group set, and make the Marketing Cost to Sales
allocation definition dependent upon the Facilities
allocation definition.

Test allocations.

Schedule Allocation Runs