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Entity Allocation Templates: Examples
Review the following examples to better understand how entity allocation templates work.
Allocation template is 100%
The entity allocation TemplateA is setup as follows:
| Entity Code | Allocation % |
| 100 | 50% |
| 200 | 20% |
| 300 | 30% |
On a Journal page, you create the following transaction for entity 000:
| Entity Code | Account | Debit | Credit | Allocation Template |
| 000 | 11200 | 1000 | ||
| 000 | 14300 | 1000 | TemplateA |
Based on entity allocation template TemplateA, the general journal distributions are updated as follows:
| Entity Code | Account | Debit | Credit |
| 000 | 11200 | 1000 | |
| 100 | 14300 | 500 | |
| 200 | 14300 | 200 | |
| 300 | 14300 | 300 |
Allocation template is less than 100%
The entity allocation TemplateB is setup as follows:
| Entity Code | Allocation % |
| 100 | 50% |
| 200 | 20% |
The percentages of this entity allocation template is less than 100%. The remaining 30% is allocated to the entity of the transaction (header level).
On a Journal page, you create the following transaction for entity 000:
| Entity Code | Account | Debit | Credit | Allocation Template |
| 000 | 11200 | 1000 | ||
| 000 | 14300 | 1000 | TemplateB |
Based on entity allocation template TemplateB, the general journal distributions are updated as follows:
| Entity Code | Account | Debit | Credit |
| 000 | 11200 | 1000 | |
| 000 | 14300 | 300 | |
| 100 | 14300 | 500 | |
| 200 | 14300 | 200 |
Because the template amount is less than 100%, the remaining amount is allocated to the entity in the header.
