Create a new and duplicate an existing Allocation Rule using the form.

Create an Allocation Rule

To create a new Allocation Rule within the form:

  1. Select Create New from the top-right toolbar menu.
    A new blank rule appears.
  2. Enter the information for the Allocation header and select the checkbox next to the Allocation rule.
    Details pane displays where you can enter the details of your rule.
  3. Select Create New on the toolbar menu in the Details pane to create a new calculation rule detail row and add all the required details.
  4. Select Save once you have entered the header and details completely.

Duplicate an Allocation Rule

You can duplicate Allocation Rules in your system to make the creation of new rules that are similar to current allocation rules quicker and simpler. Duplicating an Allocation rule duplicates the rule along with its details.

To duplicate an Allocation Rule, right-click the rule header and select Duplicate. This creates a duplicate of the allocation rule along with the details. The rule can then be edited and saved as required.

Note: Use tags when defining an allocation member. When a member is tagged, it can be referred to by its tag in different areas of the application.