Create a sample allocation rule

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • You can create a sample expense allocation rule that allocates the cost of an incident to the department of the caller.

    시작하기 전에

    To use expense allocation rules, activate the Cost Management application.

    Role required: admin, financial_mgmt_admin, or financial_mgmt_user

    프로시저

    1. Costs > Administration > Expense Allocation Rules
    2. Click New.
    3. In Name, enter Incident Caller Department.
    4. In Table, select Incident.
    5. In Allocation field, click the control, expand the Caller element, and select a department.
    6. In Percentage, enter 100 to allocate all the expense to the caller's department.
    7. Select the Active check box.
    8. Click Submit.
      After an incident expense line is created, the allocation rule processes the expense line and generates an expense allocation linking the expense and amount to the caller's department. The expense is stored in the Target field on the Expense Allocation record.