Use a scripted allocation

task brazil Updated Sep 10, 2026 1 min read t_UseAScriptedAllocation.md
Raw file servicenow.com

Scripted allocations define custom allocation amounts and targets by executing a script.

Before you begin

Role required: admin, financial_mgmt_admin, or financial_mgmt_user

About this task

You can use scripted allocations to perform any of the following actions.

  • Allocate an expense to all cost centers based on the current head count in the cost center.
  • Query usage data to determine the allocation amount to assign to a target.
  • Track the business users that are consuming business services.

Procedure

  1. Navigate to All > Costs > Administration > Expense Allocation Rules.

  2. Select an expense allocation rule.

  3. Select the Advanced check box.

  4. Use the following concepts to build the script

    • Query for target records and data to use for calculating the allocation amount.

    • Create allocation records using the ExpenseAllocation API. The following variables are available during the script processing:

    • allocation: expense allocation object used to create allocations.

    • expense: GlideRecord for the expense_line that is being processed.

    • rule: GlideRecord for this rule. To create an allocation record, use the allocation object already instantiated in the script scope:

    JavaScript
    allocation.createAllocation(targetGlideRecord, amount);

Parent Topic:Expense lines and expense allocations

Related topics

Create an allocation rule

Automatic expense line creation

Create expense lines manually

Delete an expense line

Create a sample allocation rule

Search documentation
Search document titles and file paths on the brazil branch