Creating Data Action Allocations

Objectives

After completing this lesson, you will be able to:

Create data action allocations

Data Action Allocation Steps

Data Action Allocation Step - Source Content

Note

When an allocation step is added to a data action, the default is to configure an allocation (instead of creating an allocation process). However, the option still exists to include legacy allocation steps using the Use Existing Allocation hyperlink, as highlighted in the previous example..

Target Context and Allocation Rules

Create a Data Action for an Allocation

Business Scenario

You need to allocate human resources data (based on number of people) using a separate sending HR account.

The electric, water, and telephone allocation was created as an allocation process, however, the HR allocation will use a data action allocation because you want your planners to be able to run the allocation at the push of a button.

What skills will you develop in this practice exercise?

In this practice exercise, you will:

Create a data action for allocations
Configure the data action

ExerciseStart Exercise

Practice System

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