Create an allocation rule

Expense allocation rules enable you to associate expenses with an item, such as a user, group, or department.

Before you begin

To use expense allocation rules, activate Cost Management.

Role required: admin, financial_mgmt_admin, or financial_mgmt_user

About this task

Note: Expense Allocations are generated through the out-of-the-box scheduled job, Process Expense Allocation.

Procedure

1. Navigate to All > Cost > Administration > Expense Allocation Rules.

2. Click New.

3. Complete the form.

   Field	Description
   Name	The allocation rule name.
   Table	The table to which the allocation rule is associated.
   Allocation field	The field on the table to populate with the expense allocation.
   Inherited	Check box that indicates whether the expense allocation is inherited.
   Active	Check box that indicates whether the expense allocation is available to use.
   Percentage	The percentage of the expense line allocated to the table and field combination. Not available if the Advanced check box is selected.
   Summary type	The expense allocation category: Grow Business, Run Business, or Transform Business. Categorizing expense allocations can be useful for reporting.
   Condition	The condition under which the expense allocation is applied. Not available if the Advanced check box is selected.
   Advanced	Check box that indicates whether to display the Script field.
   Script	The script field that determines expense allocations. This field is only available if the Advanced check box is selected.

4. Click Submit.

Parent Topic:Expense lines and expense allocations

Related topics

Automatic expense line creation

Create expense lines manually

Delete an expense line

Create a sample allocation rule

Use a scripted allocation

Condition builder