Departmental Cost Allocation
ActiveTier 2Last reviewed: Jan 28, 2026 · Owner: Finance Ops Engine
SOP Document
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Purpose
- Split shared costs across departments using allocation rules
Inputs & Systems
- NetSuite
- Data Warehouse
Escalation & Audit
- Escalate exceptions, material variances, or confidence below 85% for human review.
- Log every action with timestamp, system touched, and SOP rule applied.
Extracted Rules
Allocation Rule ApplicationApply departmental allocation rules to shared costs.Review if < 85%
Allocation Rule Application
Apply departmental allocation rules to shared costs.
Conditions
- Shared cost requires allocation across departments
Actions
- Apply allocation percentages
- Post allocation entries
Escalation
Escalate allocation overrides for approval.
Systems
NS
DW
Recent Audit Trail
NS
Departmental Cost Allocation executed
Auto-resolved
98%
Jan 28, 2026 · 10:12am
DW
Departmental Cost Allocation exception flagged
Routed for review
81%
Jan 27, 2026 · 4:36pm
NS
Departmental Cost Allocation audit export generated
Audit log stored
—
Jan 26, 2026 · 9:02am
Version History
v1.2Jan 28, 2026
Reviewed escalation thresholds and audit checkpoints.
v1.1Jan 12, 2026
Expanded system mappings and exception handling.
v1.0Dec 18, 2025
Initial SOP release from core library.
Escalation Chain
Step 1
AP Manager
Trigger: Exception > $5K or missing PO
SLA: 4 hrs
Step 2
Finance Ops Lead
Trigger: No response within SLA
SLA: 12 hrs
Step 3
Controller
Trigger: Escalation threshold reached
SLA: 24 hrs