---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/it-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Create an allocation rule

# Create an allocation rule {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Expense allocation rules enable you to associate expenses with an item, such as a
user, group, or department.

## Vorbereitungen

To use expense allocation rules, activate [Cost Management](https://www.servicenow.com/docs/access?context=r_CostManagement&version=australia&pubname=australia-it-business-management&ft:locale=en-US).

Role required: admin, financial_mgmt_admin, or
financial_mgmt_user

## Warum und wann dieser Vorgang ausgeführt wird

Hinweis:  
Expense Allocations are generated through the out-of-the-box scheduled job, Process Expense Allocation.

## Prozedur

1. Navigate to AllCostAdministrationExpense Allocation Rules.
2. Click New.
3. Complete the form.  
   {#t_CreateAnAllocationRule__table_vjd_zdt_qq__entry__2}

   | Field | Description |
   |-|-|
   | Name | The allocation rule name. |
   | Table | The table to which the allocation rule is associated. |
   | Allocation field | The field on the table to populate with the expense allocation. |
   | Inherited | Check box that indicates whether the expense allocation is inherited. |
   | Active | Check box that indicates whether the expense allocation is available to use. |
   | Percentage | The percentage of the expense line allocated to the table and field combination. Not available if the Advanced check box is selected. |
   | Summary type | The expense allocation category: Grow Business, Run Business, or Transform Business. Categorizing expense allocations can be useful for reporting. |
   | Condition | The condition under which the expense allocation is applied. Not available if the Advanced check box is selected. |
   | Advanced | Check box that indicates whether to display the Script field. |
   | Script | The script field that determines expense allocations. This field is only available if the Advanced check box is selected. |
   [Tabelle : 1. Allocation rule fields]

   {#t_CreateAnAllocationRule__table_vjd_zdt_qq}
4. Click Submit.
**Zugehörige Konzepte**   

* [Automatic expense line creation](https://servicenow-prod.fluidtopics.net/SwngY18gnPwzYcCcz7y~aA "You can automatically create expense lines to facilitate the accurate reporting of expenses.")  
**Zugehörige Tasks**   

* [Create expense lines manually](https://servicenow-prod.fluidtopics.net/J3Z4Y0TlkX~Avz9W16l6eg "You can create expense lines at a single level or in a hierarchy to better organize expense information.")
* [Delete an expense line](https://servicenow-prod.fluidtopics.net/3dbDEpI40Srm966uRCNCsQ "Deleting an expense line also deletes all expense allocations that were generated from the expense line.")
* [Create a sample allocation rule](https://servicenow-prod.fluidtopics.net/JxSWKkNICqTD2PI8ZgWq_g "You can create a sample expense allocation rule that allocates the cost of an incident to the department of the caller.")
* [Use a scripted allocation](https://servicenow-prod.fluidtopics.net/yc~fSfZ_O8rXxznNedidQA "Scripted allocations define custom allocation amounts and targets by executing a script.")  
**Zugehörige Informationen**   

* [Condition builder](https://www.servicenow.com/docs/access?context=c_ConditionBuilder&version=australia&pubname=australia-platform-user-interface&ft:locale=en-US)