Distribution keys

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In this overview you see all distribution keys that are currently created for the selected analytic view.

A distribution key can be set as an output for an allocation rule. Within a distribution key you must define at least one weight set that automatically distributes the analytical transactions over multiple values.

Only a user with the 'Portal administrator', 'Portal back office', 'Management', 'Financial administration' or 'External accountant' role can create one or more distribution keys

From this screen, a user can:

• create a distribution key
• view a distribution key
• change a distribution key
• delete a distribution key.

Click on the Financials icon in the navigation bar and then click on Analytical accounting.

In the now-opened screen, select the tab of the analytic view for which you want to view the scope(s) and click on the Go to dashboard button.

Then click on the Distribution keys tile in the now-opened screen.

The following screen is opened:

The distribution keys of the example analytic view 'Revenue and costs by department' have already been created here:

• Distribution key Housing costs (proportional distribution):
  Weight:
  • Value: Sales department, Share 25
  • Value: Purchasing department, Share 25
  • Value: Administration department, Share 25
  • Value: Support department, Share 25.
    
    
• Distribution key Personnel costs (based on number of employees):
  Weight:
  • Value: Sales department, Share 6
  • Value: Purchasing department, Share 3
  • Value: Administration department, Share 4
  • Value: Support department, Share 2
    .
• Distribution key Telephone and internet costs (larger share of Sales and Support department):
  Weight:
  • Value: Sales department, Share 35
  • Value: Purchasing department, Share 15
  • Value: Administration department, Share 15
  • Value: Support department, Share 35.

Create distribution key

To create a new distribution key, click on Create distribution key button.

The following screen is opened:

For a detailed description, see the article Create distribution key.

View distribution key

To view the distribution key details:

• click on the description of the relevant distribution key
• hover your mouse over the line of the relevant distribution key, click on the button with the three dots and then click on View in the dropdown menu.
  
  
  

The following screen is opened:

For a detailed description, see the article Change, duplicate or delete distribution key or weight set.

Change distribution key

To change the distribution key, hover your mouse over the line of the relevant distribution key, click on the button with the three dots and then click on Edit in the dropdown menu.

The following screen is opened:

Change the description of the distribution key and click on the Save button.

Delete distribution key

To delete the distribution key, hover your mouse over the line of the distribution key in question, click on the button with the three dots and then click on Delete in the dropdown menu.

The following screen is opened:

Click on the Delete button to actually remove the distribution key from the analytic view.