Sun5.4/Sun6 Corporate Allocations


Duration: 1 Day - scheduled on demand


Prerequisite: A good working and administrative knowledge of SunSystems Financials. Knowledge of internal processes.


Who should attend: Experienced SunSystems users involved in reapportioning your company's costs.


What you will learn: At the completion of this training session participants will be competent to:

  • Create a new allocation basis in allocation rules, source transactions, target transactions and allocation ratio.


Course Content - Corporate Allocations for SunSystems v5.3, v5.4 & v6

Introduction and Overview

  • What is Corporate Allocations?
  • Common uses for Corporate Allocations
  • Steps in creating an allocation





Creating and Generating Allocations

  • Defining allocation sources
  • Defining allocation targets
  • Defining allocation ratios
  • Defining the allocation calendar
  • Using allocation setup
  • Understanding allocation types
  • Using target and source reversals
  • Validating allocations
  • Generating an allocation
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