Assignment Balancing Enhancement

This feature will allow configuration to control the following:

• Order the fund allocation list during assignment processing.
• Indicate that the last fund in the ordered fund allocation list will receive all rounding adjustments.
• Consistently apply the two requirements above across all assignments.

Prerequisites

N/A

New Items

AssignmentProcessing business rule

Changes to the Existing Items

Activities configured with any Assignment processing that accepts Percent, Amount and Unit allocation methods.

Configuration Details

AssignmentProcessing business rule

• Added the Global and Functional Prototype Plan override of the rule.
• Global has not configuration.
• The Functional Prototype Plan override contains configuration to order funds by fund name and apply all rounding adjustments to the last fund in the ordered list.
• All assignment processing in activities of the Functional Prototype Plan is impacted.