Hi All, I am currently testing dynamic allocations in our sandbox and I have been able to get the weights to populate based on the values in the associated statistical account. I am wondering if it is possible to automatically populate the destination based on every possible combination of Department, Class, Location, and our two Custom Segments that lives in the Statistical Account?
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KevinJ of Kansas
03/13/2019, 3:11 PM
Replying because I'd be interested in finding out more if someone has- I couldn't figure out a way to do it.
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James Morris
03/13/2019, 3:53 PM
@JayFrank It's been a long time since i worked with statistical accounts, so maybe I'm remembering incorrectly, but I think you have to setup the destinations in the saved allocation schedule. So no, you can't auto-populate those combinations, but assuming you get it right, you should only have to do it once.
James Morris
03/13/2019, 3:54 PM
Presuming you've checked out "Working with Allocation Schedules Weighted by the Balance of a Statistical Account"
SA Answer Id: 36403 already. You should if you haven't.
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JayFrank
03/13/2019, 6:53 PM
Thank you for the reply James. I think I have read that SuiteAnswer, but I will take another look. The problem is the combinations can change on a monthly basis, and new classifications could be added, so the destination mapping would have to be manually maintained.
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KevinJ of Kansas
03/13/2019, 8:00 PM
Any particular reason setting up an exhaustive list and maintaining it for each addition/removal of a classification level instead doesn't work? I think itwould be more feasible. Whether it were valid combinations or not.