Frequently Asked Questions

This topic contains a list of frequently asked questions and answers for the Cost Allocation area.

What are the different methods of allocating records using the Cost Allocation Process?What are the different methods of allocating records using the Cost Allocation Process?

The different methods of allocating costs are by:

Fixed Percentage
Statistical
Direct Financial
Direct and In-stream Financial

How to exclude certain records from the Cost Allocation Process?How to exclude certain records from the Cost Allocation Process?

Transactions that posted to the ledgers can be excluded from the Cost Allocation Process by establishing a Pool/Base Distribution record and marking the Exclude indication as true.

Do I need to use Cost Accounting COA elements (i.e., Major Program/Program) in order to use the Cost Allocation Process?Do I need to use Cost Accounting COA elements (i.e., Major Program/Program) in order to use the Cost Allocation Process?

The Cost Allocation Process does not require the use of Cost Accounting COA elements. Allocations can be performed by both Fund Accounting and Detailed Accounting elements outside of the Cost Accounting COA elements.

How to improve the Cost Allocation Process performance?How to improve the Cost Allocation Process performance?

The Exclude Cost Allocation Reports (EXCL_COST_ALLOC_REP) batch parameter can be used to improve the Cost Allocation Process performance. The batch parameter allows you to exclude one or more of the following reports from being generated: Pool View Report, Base View Report and CA Transaction Exception Report. Excluding reports can improve the performance of the Cost Allocation Process.