About Allocation Rules

Allocation rules store distribution criteria you have entered for reuse. This helps to speed up the process of splitting costs and revenue from selected general ledger accountsClosed The general ledger will normally include general ledger accounts (GLAs) for items such as income, expenses, assets, liabilities, and reserves. and analysis dimensionsClosed Custom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you., and allocating them to other GLAs and dimensions.

The types of allocation rule are:

  • Fixed: use set percentages or amounts as the basis for your allocation.
  • Variable: use values that may vary as the basis for your allocation, such as headcount or square footage.

See About Allocations for more information on the types of allocation available.