Budget Distribution Rules

Equal - Distributes an amount equally between the number of elements.
Proportional - Distributes an amount based on the distribution of the existing values.
Curve - Distributes an amount based on manual weight assignment, or a distribution curve such as Lifecycle Curve or Allocation Rule.

These calculation types can be applied on 3 distribution types:

Item - Applicable for Division, Item Category, Product Group, Item, or Item Hierarchy.
Store - Applicable for Store.
Date - Applicable for Date Period in Day, Week, Month, Quarter, or Year.

Equal distribution

The total amount can be distributed equally between each of the element based on the distribution type.

For example with Item distribution type, when a total amount of 40 is entered on the Product Group line (SOFT DRINK) consisting of 4 items, each element (item) will be distributed equally with the amount of 10:

Description	Code	Total
Soft Drinks	SOFT DRINK	40
Cola	30500	10
Cherry Soda	30510	10
Orange Soda	30520	10
Sparkling Water	30530	10

Proportional distribution

Proportional distribution lets you distribute the amount using the existing distribution ratio, based on the new total entered.

For example, assuming the existing distribution is as below:

Description	Code	Total
Soft Drinks	SOFT DRINK	100
Cola	30500	10
Cherry Soda	30510	20
Orange Soda	30520	30
Sparkling Water	30530	40

Changing the total on the SOFT DRINK line from 100 to 200 will distribute the changed amount to its lower level lines proportionally:

Description	Code	Total
Soft Drinks	SOFT DRINK	200
Cola	30500	20
Cherry Soda	30510	40
Orange Soda	30520	60
Sparkling Water	30530	80

Curve distribution

Curve distribution lets you distribute the amount based on predefined curve values.

The distribution types and their corresponding distribution curves are:

Item - Manual weight assignment on the elements in Division, Item Category, Product Group, Item, or Item Hierarchy.
Store - Manual weight assignment on stores, or based on the weights from Allocation Rule.
Date - Manual weight assignment on date periods, or based on the weights from Lifecycle Curve.

For example, given a Date distribution type with 3 periods having the following percentage shares on a curve:

Period	Weight	% Share
Period 1	2.00	20%
Period 2	3.00	30%
Period 3	5.00	50%

When a total amount is entered with the curve distribution, each Period will get the distributed amount based on the curve's percentage share.

Description	Code	Total	Period 1	Period 2	Period 3
Cola	30500	500	100	150	250

The total amount of 500 will be distributed to 100, 150 and 250 for each period respectively.

Calculation example

In this example, we have a sales budget with budget type Product Group spanning over 3 periods with 2 assigned stores.

The selected distribution rules and their calculation types are defined as below:

Item Distribution = ITEMDIST - Equal
Store Distribution = STOREDIST - Equal
Date Distribution = DATEDIST - Curve

The distribution of the curve used in DATEDIST:

Period	Weight	% Share
Period 1	2.00	20%
Period 2	3.00	30%
Period 3	5.00	50%

By entering 1,000 in the Total field of the BEVERAGES line, the amount will be distributed down based on the distribution rules selected.

The total of 1,000 is distributed to the Product Groups COFFEE, DISTILLED, SOFT DRINK, and OTHER based on the selected Item Distribution ITEMDIST. With Equal type distribution, each Product Group is distributed with the amount of 250.

Next, the amount on each Product Group is distributed equally to 2 stores based on the Store Distribution STOREDIST. In this case, from the amount of 250, each Store is distributed with the amount of 125.

Lastly, for each Store under each Product Group, the amount is further distributed by the Date Distribution DATEDIST. For example on the line of Product Group SOFT DRINK for Store S0001, based on the total of 125, the Date Distribution uses the defined curve and assigns 25, 37.5 and 62.5 to the 3 periods respectively.

Tasks

The tasks listed below describe the setup steps for Budget Distribution Rules:

To	See
Set up an Item Distribution Rule	How to: Set Up an Item Distribution Rule
Set up a Store Distribution Rule	How to: Set Up a Store Distribution Rule
Set up a Date Distribution Rule	How to: Set Up a Date Distribution Rule