Create an Allocation Rule

You can create one or more allocation rules to use to allocate balances, as needed for financial reporting from the System View. You can also create an allocation rule from the List, Custom, and Deployment Views.

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Scenario

To create a new rule:

1. Navigator > General Accounting: Journals > Create Allocation Rules link.

2. Navigate menu > Administration > Calculation Manager.

3. File menu > New > Rule.

4. In New Rule, enter the rule's name.

5. Enter the Application Type: Essbase.

   Note: The application type is populated by default with the application type in which you are creating the new rule.

6. Select an Application Name. The application name must be a valid Essbase application such as your chart of accounts name.

7. Select the Database.

   Note: If you expand the following options in the System View: Essbase > your Application > Database name, then right-click Rules and select New to create a new rule, the New Rule dialog is populated with the Application Type, the Application, and the Database you are working in within the System View.

8. Click OK. The new rule is displayed in the Rule Designer.