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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Allocation Pools

Steps: Set Up Allocation Pools

You can create and manage allocation pools to track distribution of revenue or cost. You can also set up the allocation pool worktag usage.
  2. Create allocation pool hierarchies and configure role-based security for the hierarchy.
  3. Configure the
    Allocation Pool
     worktag type for transactions.
  4. Configure the worktag usage for the
    Allocation Pool
     taggable and worktag type.
Include allocation pools and allocation pool hierarchies on:
  • Account posting rules as condition dimensions.
  • Business process definitions as a condition rule.
Include the allocation pool worktag and related worktag on transactions.
Access the
Inactivate
 task from the related action menu of an allocation pool or allocation pool hierarchy to discontinue its use.