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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Create an allocation rule

# Create an allocation rule {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Expense allocation rules enable you to associate expenses with an item, such as a
user, group, or department.

## Before you begin

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

## About this task

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

## Procedure

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. |
   [Table 1. Allocation rule fields]

   {#t_CreateAnAllocationRule__table_vjd_zdt_qq}
4. Click Submit.
**Related concepts**   

* [Automatic expense line creation](https://servicenow-prod.fluidtopics.net/bPJVL6oUKmsnjiv9B7jY3w "You can automatically create expense lines to facilitate the accurate reporting of expenses.")  
**Related tasks**   

* [Create expense lines manually](https://servicenow-prod.fluidtopics.net/DxNM~h8HTxFTrMiwzIgQ1A "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/0Skwc7owJszSboUNZgrVww "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/fmh6A2yZ_XhyEuLYajiNVQ "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/OvgBBN3c1Rs6Hw9cg33t3w "Scripted allocations define custom allocation amounts and targets by executing a script.")  
**Related topics**   

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

*[\>]: and then