Allocation Expansion of Prices


If you have set up a cost allocation system, you can expand price definitions so that there will be a separate set of unit prices for each allocation block. For example, if you have set up an allocation system to represent the years 2011 to 2013, you can use allocation expansion to provide different labor rates for each year. These rates will then automatically be applied to the correct year whenever that price definition is used.


Expanding a Price Definition

1.   Use menu command Setup Menu/Prices to bring up the Prices form, then click on a price definition to select it.

2.   Click on Expand in the Allocation Expansion frame. The definition will split into separate allocation blocks.

3.   Enter appropriate unit cost values for each block.

4.   If unit prices, and particularly downstream prices, are uncertain, click on Show variances in the Unit Price Display box at the top of the form. Enter low-range and high-range values for each unit price as appropriate.



Editing an Expanded Definition

All members of an allocation-expanded price definition must have the same name, unit and currency, so you cannot alter these in the expanded format. If you wish to do so, you must temporarily convert the definition to an unexpanded format:


1.   Click on Edit in the Allocation Expansion frame.

2.   All allocation-expanded price definitions will be converted to an unexpanded format. Change names, units or currencies as required. Unit prices cannot be edited in this mode, so the unit price boxes will be temporarily blanked.

3.   Click on Edit again to restore the definitions to their expanded format.