Defining an Allocation Rule Source and Destination
Use the Source/Destination tab to define how to allocate data from the source to the destination.
When you first access the Source/Destination tab, the required Entity and Account dimensions, the optional Currency dimension if you have a multicurrency application, and any custom dimensions in your application are displayed in the Source column. If you have defined and enabled a Rule Set Context or a Model Context, any dimensions defined in the Rule Set Context or a Model Context are not displayed. See Understanding Model and Rule Set Context.
Review these topics for more information:
- Best Practices for Allocation Rule Source and Destination
- Defining an Allocation Source
- Defining an Allocation Destination
- Setting the Destination to Same as Source
- Defining Member Matching Expressions
- Allocating to Parent/Siblings
- Using Shadow Parent Members in Hierarchy Allocation
- Managing Filters for Source and Destination Members
- Allocation Source/Destination Example