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Corporate Allocations

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Description:  

Delegates will gain an understanding of the setup and use of the Corporate Allocations module. The ability to manipulate existing transactional data, for allocation across databases, ledgers, periods and analysis codes, will all be explored. Sessions will also include the splitting (uplifted or reduced) without affecting the original source data. 

Suitable for:  

• Accountants

• Finance Managers

• SunSystems Administrators

• SunSystems key users

Objectives:

By the end of this course delegates will be able to:

• Create a Corporate Allocations routine

• Understand the relationship between the Allocation Source, Allocation Definition and Allocation Target

• Create and use Allocation Ratios

• Create a simple split routine

• Split/allocate costs across multiple cost centres

• Create hierarchical allocations

• Set up budget spreads

• Create inter company allocations

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