Use a scripted allocation

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);
   

Parent Topic:Expense lines and expense allocations

Related topics

{Create an allocation rule}[]

{Automatic expense line creation}[]

{Create expense lines manually}[]

{Delete an expense line}[]

{Create a sample allocation rule}[]