Reference: Source Types
You can only select
Fixed Source Amount
or Fixed Rate Amount
if the source companies have the same company currency.You can group budget dates for
Ledger/Plan Structure
source types only.Option | Description |
|---|---|
Ledger/Plan Structure
| Allocates ledger or plan amounts. |
Fixed Source Amount
| Allocates a fixed amount. Example: Allocate the total amount of worker insurance premium based on head count. |
Fixed Rate Amount
| Allocates a fixed rate based on a calculated fixed charge.
Example: Allocate a fixed rate for facilities based on square footage. |