1. Administering Profitability and Cost Management
  2. Working with Profitability and Cost Management Rules
  3. Creating and Managing Rules with the Manage Rules Screen
  4. Creating Allocation Rules with the Manage Rules Screen

Creating Allocation Rules with the Manage Rules Screen

Allocation rules form the core of a Profitability and Cost Management application. They determine how allocated data flows and how drivers determine allocation amounts:

To define allocation rules for one POV in an application:

  1. On the Home page, click Navigator button, and then select Rules. (About the Manage Rules Screen).
  2. In the Manage Rules screen (Figure 8-2), enter the year and period for a valid POV, and then click Refresh button (Refresh).
  3. In the Rule Sets area, select a rule set.
  4. Do one of the following.

    • In the Rules area, click Add button, and then select Allocation, or

    • Select Actions, then select Create Rule, and then select Create Allocation Rule (Figure 8-7)

    Figure 8-7 The Description Tab of the Rule Definition Area


    Enter the rule name, description, and other information as described in the following steps.
  5. Enter a name for the rule.
  6. Optional: In the Description box, enter a description of the rule set.
  7. Optional: Select Enabled to indicate that the rule is active when the calculation is performed.
  8. Enter a Sequence number to determine the order in which the rule runs within the rule set.

    Rules with the same sequence number will run at the same time if parallel calculation is enabled for the rule set and the computer hardware supports it.

  9. If selected, Use Rule Set Context indicates that the rule set context is applied to the current rule, if one was defined.

    If a global context has been enabled for the rule set, it will also be applied.

  10. When the rule set definition is complete, click Save, Save button.

Tip:

The next step is to define a funding source for the allocation rule (Defining a Source for Allocation Rules).