Cost Allocation Control Setup

Setup on the Cost Allocation Control Setup (ALOC) reference page defines each unique allocation with options that will apply to all aspects of the allocation.

Field Name	Description
Allocation ID	Each allocation must have a unique identifier defined for more detailed setup and for system processing.
Description	Each allocation should have a description that identifies what is being allocated at a very high level.
Allocation Frequency	Each allocation must have a defined frequency that is then paired with the selected Cost Allocation Process Parameter record selected for a run. Valid values include: Monthly – Selection will use a Fiscal Year and Accounting Period. Quarterly – Selection will use a Fiscal Year and Fiscal Quarter. Annually – Selection will use only Fiscal Year. Daily – Selection will for a single day. Date Range – Selection will use From and To Dates.
Department	An optional field for the specification of the ‘owning’ department of an allocation as a means of securing allocation setup data. Once entered this value will default to all setup data below the Cost Allocation Process ID.
(Type of Allocation)	These indications are used for initial posting code selection using the Cost Allocation Process setting on the Posting Code reference page. Only one of the indications can be selected. Cash Expenditures – This indication will select all posting codes with the Cost Allocation Process setting of Cash Expenditures. Collected Revenues – This indication will select all posting codes with the Cost Allocation Process setting of Collected Revenues. Charges – This indication will select all posting codes with the Cost Allocation Process setting of Charges and Revenue Credits. Charge Backs - This indication will select all posting codes with the Cost Allocation Process setting of Cash Expenditures for a special type of allocation known as a Charge Back.
(Inheritance Settings)	This set of chart of account (COA) settings is the first of three levels of definition for what COA codes will be used in the base expansion: Pool - Indicates that records generated from base expansion will assume the same COA value of records generated from pool expansion. Base - Indicates that records generated from base expansion will take the value from the Base Accounting Distribution.