Handle Auto-allocation and Manual Input in One Form

By - Updated May 28, 2015

Some allocation planning forms will also allow manual input, as shown below.

The Distribution Method dropdown decides whether to perform top-down allocation or bottom-up aggregation.  Here is the definition of the stored procedure.

If user requests to perform bottom-up aggregation whenever user touches the monthly amount (without first setting Distribution Method to ‘Manual’), we will need to modify the stored procedure.  In this scenario, we will need to store calculated top-down allocation data into the Calculated partition.  In the beginning of the calculation, we scan the Writeback partition to see if there is any data in the Monthly amount region.  If yes, we know we should apply bottom-up aggregation on these rows.  Otherwise we will go with the Distribution Method selections.