Use a scripted allocation

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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

    About this task

    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.

    Procedure

    1. Navigate to All > Costs > Administration > Expense Allocation Rules.
    2. Select an expense allocation rule.
    3. Select the Advanced check box.
    4. 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);