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Creating Allocation Rules in EPM Cloud Profitability and Cost Management

Learn how to create allocation rules in EPM Cloud Profitability and Cost Management. Review each of the videos and other resources in this learning path. When you are enrolled in this Learning Path, your progress will be tracked as you view each resource.

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beginner Beginner
duration 20 Min
modules 3 Modules

Learning Path Contents

Module Sections Topics and more

  • Get Started
      duration 20 Min

    In Oracle Profitability and Cost Management Cloud, rules control how costs and revenues are distributed throughout the application to specified accounts or elements. In this learning path, you will create an allocation rule to reassign occupancy expenses from corporate, where the expenses are paid, to the cost centers that use the facilities.

    The procedures in this learning path use the sample application BksML30. You can use your own application to create a similar allocation rule.

     
    Hide
    About Rules
    • Review this topic to learn more about rules, rule sets, and default definitions for dimensions, called contexts.

    • readAbout Rules
    Watch Before Doing
    Access the Sample Application
    • Review this topic to learn more about the sample application and how to load it into your Profitability and Cost Management Cloud environment.
    • readAccessing Sample Applications
    Assessment
  • Create the Allocation Rule
      duration 0 Min
    Allocation rules form the core of an Oracle Profitability and Cost Management Cloud application. They determine how allocated data flows and how drivers determine allocation amounts.
     
    Hide
    Watch Before Doing
    Access the Rules Screen
    • You define allocation logic for applications in the Rules screen. Review this topic to learn more about the Rules Screen.
    • readAbout the Rules Screen
    Define Allocation Source
    Define a Destination for the Rule
    Define a Driver Basis for the Rule
    Define an Allocation Offset for the Rule
    Define Contexts for the Rule
    Assessment
  • Run the Allocation Rule
      duration 0 Min
    Rules run and perform financial allocations according to how the rules are defined. When each rule runs, you can trace all the inputs and outputs and see how they balance.
     
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    Watch Before Doing
    Perform the Rule Calculation
    Review Calculation Results
    • Rule balancing enables you to review calculation results for the rule and verify that the calculations are affecting the database slice as expected. Review this topic to learn more about rule balancing.
    • readAbout Rule Balancing
    Assessment