Prorating Income Across Income Lines with a Pro Rata Amount
Some income files may only provide you with the number of units per work or contract and a gross income figure without providing a specific monetary value for each sales line. In this case, you can prorate income across different works in an income file by using the Pro Rata Amount field. This field is available on the Setup page of the mapping manager when you first upload a file using a template without a Net Amount field assigned, or in the Default fields section on the Edit page of a sales file you have already ingested.
The Pro Rata Amount will be divided among the sales lines in the file according to their proportional share of sales units in the file.
For example, if a Pro Rata Amount of $100 is entered for an income file with 10 lines that each have 10 units, each line will be allocated $10.
Income Line Net Amount = Pro Rata Amount x Income Line Units / Total Units
Make sure to re-ingest the file once the Pro Rata Amount has been entered to apply the change.
You can use the Standard Publishing Template to import custom income files and prorate an amount across the works or contracts you enter in that file proportional to each line's share of the total units. You can also use an export of your contracts or works to prorate an amount across the contracts or works contained in those exports. These files will be imported using the Curve - Pro Rata templates in our library. These templates assign a unit value of 1 to each line via a calculation to divide the revenue equally across the lines, but the templates will need to be edited to supply Channel, Configuration, Territory, Currency, and other required fields. Default values for a file can also be specified on that file's Income File Edit Page.