---
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 a sample allocation rule

# Create a sample allocation rule {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
You can create a sample expense allocation rule that allocates the cost of an
incident to the department of the caller.

## Before you begin

To use expense allocation rules, activate the Cost Management application.

Role required: admin, financial_mgmt_admin, or financial_mgmt_user

## Procedure

1. CostsAdministrationExpense Allocation Rules
2. Click New.
3. In Name, enter <kbd class="ph userinput">Incident Caller Department</kbd>.
4. In Table, select Incident.
5. In Allocation field, click the control, expand the Caller element, and select a department.
6. In Percentage, enter <kbd class="ph userinput">100</kbd> to allocate all the expense to the caller's department.
7. Select the Active check box.
8. Click Submit.  
   After an incident expense line is created, the allocation rule processes the expense line and generates an expense allocation linking the expense and amount to the caller's department. The expense is stored in the Target field on the Expense Allocation record.
**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 an allocation rule](https://servicenow-prod.fluidtopics.net/OQ4nrdwHA21y3WRiIdF_lw "Expense allocation rules enable you to associate expenses with an item, such as a user, group, or department.")
* [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.")
* [Use a scripted allocation](https://servicenow-prod.fluidtopics.net/OvgBBN3c1Rs6Hw9cg33t3w "Scripted allocations define custom allocation amounts and targets by executing a script.")  
**Related topics**   

* [Cost Management](https://www.servicenow.com/docs/access?context=r_CostManagement&version=australia&pubname=australia-it-business-management&ft:locale=en-US)

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