Allocation Rule: Offset Account differs from Source Account
I am trying to create a rule where the Offsetting account is different from the source.
SOURCE ACCOUNT: Natural Account: 202109; Event Edition: 2022
TARGET: Natural Account: 202108; Event Edition: 2022
OFFSET: Natural Account: 202108; Event Edition: 2024
Here are my allocation components:
Source:
Natural Account"202109"
Event Edition"[All Event Edition Values].[2022]"
Scenario"Actual"
Balance Amount"Period Activity"
Amount Type"YTD"
Allocation Range:
Event Edition"EVENT_YEAR_PRIMARY-EVENT_YEAR_PRIMARY"
Target:
Natural Account"202108"
Offset:
Natural Account"202108"
Event Edition"[All Event Edition Values].[2024]"
Exclude :
Event Edition: [EVENT_YEAR_PRIMARY-EVENT_YEAR_PRIMARY].[2021],
[EVENT_YEAR_PRIMARY-EVENT_YEAR_PRIMARY].[2023],
[EVENT_YEAR_PRIMARY-EVENT_YEAR_PRIMARY].[2024]
Basis:
Select an allocation method:Allocate evenly