How to Allocate a Ledger Level Balance Using a Ledger Level Driver to an Instrument Table (Doc ID 2266299.1)

Last updated on MAY 19, 2017

Applies to:

Oracle Financial Services Profitability Management - Version 6.1.1 and later
Information in this document applies to any platform.
Oracle Financial Services Analytical Applications (OFSAA)

Goal

In Oracle Financial Services Profitability Management (PFT), how can you create an Allocation to move a Ledger level balance to an account level instrument table using a driver balance from the Ledger Stat table?

The Allocation screen will not allow you to select the Ledger Stat table in the Driver screen when the "Source" is Ledger Stat and the Output table is an instrument table.  You get the message "In the Source tab, please select a table other than Ledger".
 

Solution

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