---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Associate allocation dimensions

# Associate allocation dimensions with allocation types {#ariaid-title1}

Release version: Australia  
Updated May 21, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Associating allocation dimensions to allocation types enables consistent, transparent, multi‑dimensional roll‑ups for reporting and forecasting.

## Before you begin

Role required: sn_opty_mgmt_core.opportunity_setup_writer

## About this task

An allocation dimension defines the attributes (for example, Territory, Product Offering Family) used to group records for allocation. Use this task to create a dimension that determines how an Opportunity Allocation Type
groups records and allocates amounts during allocation processing.

## Procedure

1. Navigate to AllSystem DefinitionTables.
2. Select the Opportunity Allocation Dimension table.
3. On the Opportunity Allocation Dimension table related links, select Show List.
4. Select New to create an opportunity allocation dimension record.
5. On the form, fill in the fields.  
   {#associate-allocation-dimensions-with-allocation-types__table_qfj_33q_t3c__entry__2}

   | Field | Description |
   |-|-|
   | Allocation Type | Specifies the type of opportunity allocation. |
   | Name | Unique display name of the allocation dimension. |
   | Allocation Table | The table or entity the allocation type applies to (Opportunity or Opportunity Line). |
   | Allocation Table Field | The field from the source entity that is used as the basis for the allocation (e.g., product family, territory). |
   | Opportunity Allocation Table | The table used to store allocation records for opportunities. |
   | Opportunity Allocation Field | The field in the allocation table that references the allocation basis from the source record. |
   | Active | Indicates whether the allocation dimension is available for use. |
   [ ]

   {#associate-allocation-dimensions-with-allocation-types__table_qfj_33q_t3c}
6. Select Submit.

## Result

The opportunity allocation dimension is created and listed on the Opportunity Allocation Dimensions page.

## What to do next

* [Manage allocations](https://www.servicenow.com/docs/B7djAQOKkfPLmDhmyJbpWQ "Allocate and track sales credit across opportunity team members to recognize individual contributions, improve transparency, and support accurate revenue attribution.")
* [Add or edit opportunity allocations](https://www.servicenow.com/docs/umxU5ZDuCaBoG3f9ECxg2w "Use the allocations configurator to add new allocation rows, edit existing ones, or split an allocation across multiple contributors.")
* [Split opportunity allocation](https://www.servicenow.com/docs/LmCktu~ckMUoWeg0dgiO6Q "Split an allocation row to divide its credit between two contributors while keeping, for example, the same product family and effective date.")
{#associate-allocation-dimensions-with-allocation-types__ul_ufj_qys_t3c}
**Related concepts**   

* [Using Opportunity Management](https://www.servicenow.com/docs/tmqA5FEZwFnSZpDkxwxGYg "Use the Opportunity Management application to create and manage opportunities, schedule meetings, and track related activities.")
* [Opportunity Management](https://www.servicenow.com/docs/3CKu_fWwRYC8ZxOAnU~6xw "The ServiceNow Opportunity Management application enables your sales agents and account executives to analyze customer needs and generate product recommendations for potential customers.")

*[\>]: and then