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FAQ - Fusion General Ledger Allocation Rules Setup and Use cases (Doc ID 2719170.1)

Last updated on JUNE 26, 2023

Applies to:

Oracle Fusion General Ledger Cloud Service - Version and later
Information in this document applies to any platform.


This article aims to help troubleshooting various allocation scenarios and related aspects.

Troubleshooting Steps

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In this Document
Troubleshooting Steps
 Advanced General Ledger Allocation Training
  1: How to loop currency in allocation rule ?
 2: Is there any upper limit of number of values of currency that can be looped in a rule ?
 3: Can the accounting date be looped in the rule ?
 4: Can the scenario/balance type dimension be looped in the rule ?
 5: Creating rule for recurring journals for coming 10 periods where a source pool is allocated to a target account
 6: How to create a run time variable for accounting period ?
 7: How is accounting date calculated for allocation journals ?
 8: Using all DR and CR period activity balances with @Level0Descendants?
 9: Allocation rule having same target and offset range, using dummy offset
 10: How to create formula rule having parent account in source value and same has to be used in offset.
 11: Creation of allocation rule, where we have single target line to be generated with multiple offset lines.
 12: How can a specific segment in offset be changed on the basis of source in allocation rule?
 13: How can a cross ledger allocation be created for elimination ?
 14: How can one-to many allocation rule be created
 15: How can many to many Inter Company allocation rule be created ?
 16: How can target value in cross ledger allocation be selected, when there is no specific target?
 17: How can multiple company segments under one ledger be used to create a rule ?
 18: Selecting more than one parent account in the source definition?
 19: Generate allocation journal based on a fixed percentage ?
 B) Complex Allocation Rule Design  
 1:Allocation required based on headcount (which is further to be calculated based on a formula)
 2:Allocate a specific percentage of source to range of departments, with fixed offset
 3:How to run the Allocation Based on the Previous Period Balances?
 4:Is it possible to allocate balance for the end of the year to the next period?
 5:Can allocation be executed on Daily balances ?
 6:How to allocate amounts separately on the basis of positive and negative amounts ?
 7:Allocate foreign currency balances to a functional currency
 8:Can conditional expressions on entered amount be used in allocation rule?
 9:Generating allocation with 0 entered amount and nonzero accounted amount
 10:Selecting child values on basis of conditions applicable on parent values (like selecting largest amount of child values included in the parent)?
 11:Generating Allocation Journals In Incremental Method In Fusion?
 12:Creating allocation journal entry (in two currencies)
 13:Summarizing data based on each AFF2 to another specific account for each AFF2?
 C) Questions on running allocation 
 1: When allocation is in Running status for long and is stuck in cancelling
 2: With Post Journals in such a way that next allocation is run only when prior journals are posted
 3: Is it possible to run Generate Allocations in parallel ?
 4: Creating a job set to avoid overwriting of values for same target
 5: How to use the first allocation rule generated balance in subsequent rule ?
 6: What role/privilege is required to deploy an allocation rule ?
 7: Calling allocation process using web service
 D) Rounding, Basis and Exclude options 
 1: If there is no rate defined, and roll over of existing rate is also not allowed ?
 2: When rounding is explicitly given in the rule ?
 3: When there is no rounding decimal specified in the allocation rule ?
 4: When basis is selected evenly ?
 5: When a natural combination is specified as basis ?
 6: Does Exclude Account option work in allocation wizard ?
 7: How does scenario "Total For Allocations" work ?
 8: How does "Allocate Evenly" works for allocation wizard ?
 9: Is it possible to generate allocation based on journal source or category ?
 10: Advanced General Ledger Allocation Training

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