Portal Menus > Module Menu > Profit > Mapping Rules

Mapping Rules to GL Accounts/Offices/Departments (Rules Allocation)

On Rules Allocation page, determine how a type of expense should be allocated by selecting rules/rules sets (see Rules Setup), and mapping them to a GL account, office, or department.

Note: Rules Allocation must be completed before running the allocation.

To configure rule mapping:

On the Profit module, select the Rules Allocation tab, click the Add New Mapping button. The Add Allocation Rule window appears.
Select a Rule/Ruleset from the drop-down list.
Select to apply the rule/ruleset to GL Accounts, Office, or Department on the radio button.
Based on your previous selection, choose the GL account, office, or department from the drop-down list.
Enter a From Date and To Date to determine the date range during which mapping is valid.
Click Save. To discard any unsaved changes, click Close.

Note: Clicking any rule opens a window with details on the allocation and allocation weightage.