Creating Allocation Basis

This topic relates to creating allocation basis in Lightning. To create basis in Sencha, see Managing an Allocation Basis.

Statistical Basis

To create allocation basis of Statistical type:

  1. From the App Launcher, navigate to the Allocation Bases page.
  2. Click New and the New Allocation Basis window displays.
  3. In the New Allocation Basis window:
    1. Enter a unique allocation basis name. This name is not editable once the basis is saved.
    2. [Optional] Enter the description for the allocation basis.
    3. In the Unit of Measure field, select the unit of measure from the drop-down options.
    4. [Optional] Select Include Disabled Dimensions.
    5. [Optional] In the Date field, specify the date. This date is for reference only and is different from the basis creation date. The basis creation date is automatically associated with the basis when it is saved and is used to identify the latest allocation basis for the allocation process.
  4. Click Save. The allocation basis is created.
Note:

A general ledger account (GLA) must be defined in all the lines in an allocation basis.