Issue with Multiple Account Ranges in PCA Allocation

Question

Dear Team,I am running the Periodic Cost Allocation (PCA) process for central overhead costs. In the Step Item specification, I have defined multiple parameters for accounts to include specific ranges that should be considered during allocation.For example:Range 1: From 3410000 (Non-project related travel and entertainment)	To 3535004 (Fixed assets under construction – Capitalization)	Range 2 : 3540000 - Capitalised ov to 3542000 - Training costsMy requirement is to include both account ranges when executing PCA. However, when I define multiple ranges in this way, the system returns:“No balances found to match the selection.”If I define only one range, the balances are correctly considered. Could you please clarify why PCA does not recognize multiple account ranges in the Step Item specification? Is there any way that i can define multiple ranges? (other than including specific values)Thank you. Best Regards,Prabha

Adam Bereda · Accepted Answer

Hello,As Thomas mentioned, ALL selection criteriamust be met to fetch particular balance for PCA process.In your case, you should create two step details sequences or change your selection logic:Range 1:From 3410000 (Non-project related travel and entertainment)To 3535004 (Fixed assets under construction – Capitalization)Range 2 :3540000 - Capitalised ov to 3542000 - Training costscould be translated toAccount Between3410000 and3542000AccountExcl Specific Values …(here you can list excluded accounts)Instead of the second condition, you can use operatorNot Equal <>to list excluded account - each account in new criteria line.

Thomas Peterson · Answer

Hi,Very good question. Seen this a number of times.You need to enter different sequences. In the screen before the details, use 2 sequences not just one. In your details a given balance would never fit all criteria. These are “all” type selections not an either or.Go back one screen, have sequence 1, then the first range, then sequence 2 for the second range.Keep in mind all conditions are tested for the data selection. A given account 1234 would never be in both ranges (for example).Another option, probably more time consuming, is using an account structure placing the accounts in a given node, and selecting by node, rather than range. If the accounts change, then some other grouping may be easier (such as structure node).Best regards,Thomas

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