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