Distribution Details

This activity allows you to distribute the defined income/expenditure amount for a specified projection tenure and frequency. You can specify the purpose – Sales or Work Details for distributing the amounts. Based on the purpose you can select the income or expenditure code, projection tenure and projection frequency. You can also specify the “No of Units” and “%” basis for projecting the details. Based on the defined Tenure/Projection Frequency and Basis, the system calculates and distributes the total amount.

Select the “Distribution Details” activity under the “Project Planning” business component.

The “Distribution Details” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details in the “Project Details” group box:

Project Code

A unique code identifying the project for which the project’s total amount has to be distributed.

The system displays the following details in the “Project Details” group box.

Project Name	The name of the project.
Status	The status of the project. The status of the project can be “Fresh” or “Under Amendment” or “Amended” or “Authorized”.

Enter the following details in the “Project Details” group box:

Review No	Use the drop-down list box to view the project amendment details.
Purpose	Use the drop-down list box to specify the purpose for distributing the defined expense. The combo is loaded with “Work Group” and “Sales”. The system displays “Blank” by default on launch of the page.
Code	Use the drop-down list box to select the income/expenditure code. The combo is loaded with the options based on the selection of “Purpose”. The system displays “Blank” by default on launch of the page.

The system displays the following details in the “Project Details” group box.

Description	The detailed description of the code.
Total Amount	The total amount of the code/category.

Enter the following details in the “Project Details” group box:

Projection Starting FY	The starting financial year for distributing the total amount.
Projection Tenure (Yrs)	Use the drop-down list box to specify the project tenure. The system displays “Blank” by default on launch of the page.
Projection Frequency	Use the drop-down list box to select the projection frequency. The combo is loaded with “Monthly” and “Quarterly”. The system displays “Monthly” by default on launch of the page.

The system displays the following details in the “Details” multiline.

Period

The project’s financial period for which the amount has to be distributed.

Note: Based on the “Projection Tenure” and “Projection Frequency”, selection, the project Period is updated.

Enter the following details in the “Details” multiline:

Basis	Use the drop-down list box to select the basis for which the amount has to be distributed. The combo is loaded with “No. of Units” and “%”. The system displays “Blank” by default on launch of the page.
Value	The value applicable for the amount.
Amount	The amount which is distributed for the specified period.

Note: “No. of Units” Basis, the Amount = (Total Amount / Total Units) * Number of value for each quantity. (Number of units)

“%“Basis, the Amount = Direct % on the Total Amount.

Click the “Save Details” pushbutton.

The system saves the records and updates the status as “Under Amendment”.

To proceed, carry out the following

Select the “Project - Projections” link at the bottom of the page to specify project projection details.

The system displays the following details in the “Document History” group box.

Created By	The name of the user who created the distribution details.
Created Date	The date on which the distribution details was created.
Last Modified By	The name of the user who modified the distribution details.
Last Modified Date	The date on which the distribution details was last modified.