---
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


---

# Configure allocation types

# Configure allocation types {#ariaid-title1}

Release version: Australia  
Updated May 21, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create and activate allocation types to control how sales credits are split among multiple sales users when they work on the opportunity together.

## Before you begin

Role required: sn_opty_mgmt_core.opportunity_setup_writer

## Procedure

1. Navigate to AllOpportunity ManagementOpportunity Allocation Types.
2. Select New.
3. On the form, fill in the fields.  
   {#configure-allocation-types__table_qfj_33q_t3c__entry__2}

   | Field | Description |
   |-|-|
   | Name | Unique business identifier for the allocation type: * Revenue: Distributes the total opportunity amount across eligible participants for ownership, forecasting, and credit. * Overlay: Distributes product or line-level opportunity value for shared credit and forecasting. {#configure-allocation-types__ul_rx5_4nq_t3c} Note: By default, Revenue and Overlay allocation types are available. |
   | Order | Determines order of display on UI and related lists wherever applicable. |
   | Description | (Optional) Details about the opportunity allocation type. Note: Provides business context for administrators. |
   | Allocation Table | The table or entity the allocation type applies to (Opportunity or Opportunity Line). |
   | Allocation Field | The metric used for allocation (for example, Amount, Cumulative TCV). |
   | Active | Determines if this allocations type is active and available for allocation processing. |
   | Requires Full Allocation | Specifies whether all allocations under this type must sum to 100%. |
   | Filter by | Allows to configure conditions on the Allocation object. Only records satisfying these conditions will be used for generating the final numbers. |
   [ ]

   {#configure-allocation-types__table_qfj_33q_t3c}  
   Note:  
   You can only modify inactive allocation types.

   You can't delete allocation types if it is in use in Opportunity allocations.
4. Select Submit.

## Result

The opportunity allocation type is created and listed on the Opportunity Allocation Types page.
**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