Repartition Rules define the formula that is applied in the consolidation rules based on entity method, intercompany method, and repartition type combination. Several repartition rules have been pre-configured for your Anaplan Financial Consolidation environment.

Access the form

  1. Select the Maintain module.
  2. Select Repartition Rules from the Consolidation card.

The main toolbar is located in the upper right of the form. The icons include:

IconDescription
Create a new repartition rule.
Delete a selected repartition rule.

Import repartition rules from a file. You can:

  • Append: Adds the new data to the existing data without removing the existing data.
  • Replace: Overwrites the existing data with the imported data.

Choose the file and select the delimiter used in the file. Export the repartition rules to obtain the format for the file. 

Exports the repartition rules. Select the delimiter to be used in the file to separate the data.
Refresh the Repartition Rules form.
Save the changes made to the repartition rules.

Create a repartition rule

  1. Select the Create icon from the toolbar.
  2. Name the repartition rule and select the model.
  3. With the repartition selected, choose the:
ColumnDescription
MethodSelect the consolidation method assigned to the entity in the source transaction, such as Equity, Proportional, Holding, etc. 
Intercompany MethodSelect the consolidation method assigned to the intercompany entity in the source transaction. 
Shares MethodSelect the method used to account for the parent company's investment in the subsidiary's shares.
Repartition TypeSelect the repartition type, such as 100%, Group Part, or Minority Part. 
FormulaSelect the specific Consolidation formula used to determine the value, such as 1, [Pown], 1-[Pown], [Pcon], etc. 
Opening MethodSelect the method applied to the entity in the opening period. This field is rarely used and can be left blank. 
Prior MethodSelect the method applied to the entity in the prior period. This is rarely used and can be left blank. 

Use the details toolbar to create, delete, import, export, and refresh the repartition rule details.

Select the Save icon in the upper-right toolbar to save the repartition rule.