Configure general settings

Configure the level of detail for allocation lines on the Configuration tab of the workbench.

Before you begin

Role required: cost_transparency_admin or cost_transparency_analyst

About this task

You can vary the level of detail that is available on allocation data. The application can keep track of Sys_IDs of segment values in the allocation line tables, which allows you to dot-walk on allocation reports. This might have a performance impact on your application, depending on the number of allocation lines you generate.

Procedure

  1. On the workbench, click the Configuration tab.

    The currency code for the base system currency is shown at the top.

  2. If you want to allocate expenses to the Cost Allocation [itfm_cost_allocation] table, which saves allocations expanded by general ledger expenses, click the Create General Ledger Expense Lines switch to the on position. If you want to allocate expenses to the Cost Allocation Aggregate [itfm_cost_allocation_aggregate] table, which saves a simpler set of allocation data that is not expanded by general ledger expenses, click the Create General Ledger Expense Lines switch to the off position.