Create an allocation rule

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Expense allocation rules enable you to associate expenses with an item, such as a user, group, or department.

    Before you begin

    To use expense allocation rules, activate Cost Management.

    Role required: admin, financial_mgmt_admin, or financial_mgmt_user

    About this task

    Note:
    Expense Allocations are generated through the out-of-the-box scheduled job, Process Expense Allocation.

    Procedure

    1. Navigate to All > Cost > Administration > Expense Allocation Rules.
    2. Click New.
    3. Complete the form.
      Table 1. Allocation rule fields
      Field Description
      Name The allocation rule name.
      Table The table to which the allocation rule is associated.
      Allocation field The field on the table to populate with the expense allocation.
      Inherited Check box that indicates whether the expense allocation is inherited.
      Active Check box that indicates whether the expense allocation is available to use.
      Percentage The percentage of the expense line allocated to the table and field combination. Not available if the Advanced check box is selected.
      Summary type The expense allocation category: Grow Business, Run Business, or Transform Business. Categorizing expense allocations can be useful for reporting.
      Condition The condition under which the expense allocation is applied. Not available if the Advanced check box is selected.
      Advanced Check box that indicates whether to display the Script field.
      Script The script field that determines expense allocations. This field is only available if the Advanced check box is selected.
    4. Click Submit.