Here is a short introduction to understand how values or accounts are split across multiple departments in PMI.
Split Mapping Overview:
- Splits allow you to allocate a percentage of an account’s value to multiple departments. For instance, if a revenue account is relevant to both the Executive Lounge and Breakfast, you can use the “Split mapping” feature to divide the value accordingly.
Configuring Splits:
- Access the Mapping Module: Navigate to the Mapping module in PMI.
- Set Split Percentage: In the mapping table, set the “Split percentage” for all visible accounts. Typically, this is 100%, but it can be adjusted based on specific needs (e.g., commissions, tax percentages).
- Allocate Values: Allocate the relevant values to the desired departments by adjusting the split percentages. For example, you can allocate 50% of a revenue account to the Executive Lounge and 50% to Breakfast.
Viewing Splits:
- Mapping View: In the Mapping view, you can quickly see which accounts and values are allocated to which departments. This includes any splits that distribute a single account’s value across multiple departments.
Validating Splits:
- After configuring the splits, you can validate them by checking the Flash Report or Live Forecast in PMI. The registered revenue on your trial balance should correspond to what is recorded in PMI 1 .
- If you import the rooms forecast, you can check your original file with what is recorded in PMI on future dates in the Flash report or Live forecast 1 .
- If discrepancies persist, inspect the PMI settings and mappings, and cross-check the figures using the Import status module in PMI 2 .
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