Use a scripted allocation

Scripted allocations define custom allocation amounts and targets by executing a script.

Before you begin

Role required: admin, financial_mgmt_admin, or financial_mgmt_user

You can use scripted allocations to perform any of the following actions.

Allocate an expense to all cost centers based on the current head count in the cost center.
Query usage data to determine the allocation amount to assign to a target.
Track the business users that are consuming business services.

Navigate to All > Costs > Administration > Expense Allocation Rules.
Select an expense allocation rule.
Select the Advanced check box.
Use the following concepts to build the script
- Query for target records and data to use for calculating the allocation amount.
- Create allocation records using the ExpenseAllocation API. The following variables are available during the script processing:
- allocation: expense allocation object used to create allocations.
- expense: GlideRecord for the expense_line that is being processed.
- rule: GlideRecord for this rule. To create an allocation record, use the allocation object already instantiated in the script scope:
```
allocation.createAllocation(targetGlideRecord, amount);
```

Related topics

Create an allocation rule