Create a sample allocation rule

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

Before you begin

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

Role required: admin, financial_mgmt_admin, or financial_mgmt_user

Procedure

  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 of 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.