Configure Split Allocation

Split allocation lets employees distribute expenses across accounts or allocate them to projects and tasks.

Note: This capability is available starting in 26C.

Before you start

For account splitting:

1. Create a custom job role containing the Override Expense Account Allocation privilege.
2. Assign the custom role to applicable employees.

For project splitting:

1. Create a custom job role containing Project Expense Allocation Duty.
2. Assign the custom role to applicable employees.

Enable Split Allocation

1. In the Setup and Maintenance work area, go to the Manage Standard Lookups task.
2. Search for the ORA_ERP_CONTROLLED_CONFIG lookup type.

3. In the Lookup Codes table, select Actions > New.

4. Create and save the lookup code EXM_38971578.
5. In the Setup and Maintenance work area, go to the Manage Expenses System Options task.
6. In the User Options for Expense Report section, set Enable Split Allocation to Yes.