Use this form to define the source of the data to be allocated. For more information about allocation rules, refer to Allocation rules.

Open the form

Click General ledger> Setup> Posting> Ledger allocation rule.
Press CTRL+N to create a ledger allocation rule.
Click the Sourcebutton.

Tasks that use this form

Create allocation rule source and destination information

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview tab	Enter the field setting, dimension information, if necessary, and the source criteria to allocate data from.
General tab	View the field setting, dimension information, if necessary, and the source criteria to allocate data from.

Buttons

Button	Description
Form %1 must be called with an item.	Opens the Ledger allocation rule destinationform, where you can define the destination of the data to be allocated.

Fields

Field	Description
Field setting	Select to allocate from an account or an account-dimension combination.
Dimension	If you selected Dimensionin the Field settingfield, you must select a dimension.
Source criteria	Enter the account or dimension information to allocate from. You can use wildcards (ALL, RANGE, or LIST) to specify accounts or dimension codes, or you can use the wildcard BLANK for dimensions. For example, suppose that you want to allocate a utility expense, such as phone and fax expense, and the chart of accounts has been set up so that a ledger account that starts with 61defines the account as a utility expense. You could define the source criteria in one of the following ways. 61* – All accounts that start with a 61 6100..6110 – All accounts in the RANGE from 6100 to 6110 6100, 6110 – Accounts 6100 OR 6110 If you entered Dimension = Departmentand a source criteria = Admin,"", information that includes the department dimension equal to Admin or blank is displayed.

Field

Description

Field setting

Select to allocate from an account or an account-dimension combination.

Dimension

If you selected Dimensionin the Field settingfield, you must select a dimension.

Source criteria

Enter the account or dimension information to allocate from.

You can use wildcards (ALL, RANGE, or LIST) to specify accounts or dimension codes, or you can use the wildcard BLANK for dimensions. For example, suppose that you want to allocate a utility expense, such as phone and fax expense, and the chart of accounts has been set up so that a ledger account that starts with 61defines the account as a utility expense. You could define the source criteria in one of the following ways.

61* – All accounts that start with a 61
6100..6110 – All accounts in the RANGE from 6100 to 6110
6100, 6110 – Accounts 6100 OR 6110

If you entered Dimension = Departmentand a source criteria = Admin,"", information that includes the department dimension equal to Admin or blank is displayed.

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