Using the RF Deductions Allocation

To allocate deductions to forecast group based upon gross revenue, you can run this allocation utility. Deduction accounts need to be defined in the utility for posting to the database.

The following codes need to exist in the RFCode dimension table:

• D_Alloc_IPContractual
• D_Alloc_OPContractual
• D_Alloc_OthContractual
• D_Alloc_BadDebt
• D_Alloc_Charity

NOTE: If you choose not to allocate deductions or allocating deductions is part of your monthly close process, you do not need to use this utility.

To use the RF Deductions Allocation:

1. In the RF Admin task pane, in the Other Calculators section, click Calculators, and double-click RF Deductions Allocation.

   

2. In the Refresh Variables dialog, in the Select an Entity field, click Choose Value.
3. In the Choose Value dialog, select an entity, and click OK.
4. In the Refresh Variables dialog, click OK.

5. Do the following:

   • Review the calculations.
   • In the blue cells, filter the data.
   • In the blue cells, review the RFCode values for accuracy.

6. Do one of the following:

   • If you are satisfied with your changes and you want to post the values to the database, from the Switch to Save to Database drop-down at the top of the sheet, select Save.

     

   • If you are not ready to post the values to the database, from the Switch to Save to Database drop-down, select DO NOT SAVE.

     NOTE: If you select this option and click Save, the Axiom Rolling Forecast saves the files, but does not post the values to the database.

7. In the Main ribbon tab, click Save.