Set allocation rules
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/set-allocation-rules
section
2026-02-19T17:09:06+01:00
# Set allocation rules
1. Go to the [Allocation rules (PM207500)](/visma-net-erp/help/project-accounting/project-accounting-windows/allocation-rules-pm207500/) window.
1. Click .
1. In the **Allocation rule** field, enter a unique ID for the new rule. You can use a fifteen-character string of letters and numbers.
> [!NOTE]
> If there are existing allocation rules, you can click  to see which identifiers and descriptions have been used previously.
1. In the **Description** field, enter a short description.
1. In the left pane, click .
1. In the **Step ID** field, enter a unique ID for the new step. You can use a ten-character string of letters and numbers.
1. In the **Description** field, enter a short description.
1. Go to the **Allocation settings** tab.
1. At this point, you have 2 options:
## Select the check box Post transaction to general ledger
This check box indicates that the allocation transactions should be posted to the general ledger.
1. In the **Debit transaction** section, select the **Account group** for the allocation's debit transactions.
1. In the **Credit transaction** section, select the **Account group** for the allocation's credit transactions.
1. Go to the **Calculation rules** tab.
1. In the **Account group from** field, select the account group that starts the range of account groups whose transactions are involved in this allocation step.
1. Click .
## Do not select the check box Post transaction to general ledger
If this check box is not selected, the transactions are not posted to the general ledger. Instead, they are only used to track analytical or statistical information for projects, and you can only specify account groups (not accounts) in the **Debit transaction** and **Credit transaction** sections.
1. In the **Debit transaction** section, in the **Account group** field, you have two options:
+ In the drop down of the left field, select **Use source** to use the account group specified in the original transaction.
+ In the left field, select **Replace** to enable the right field where you can specify the account group for the allocation's debit transactions.
1. In the **Credit transaction** section, in the **Account group** field, you have three options:
+ In the left field, select **Use source** to use the account group specified in the original transaction.
+ In the left field, select **Replace** to enable the right field where you can specify the account group for the allocation's credit transactions.
+ In the left field, select **None** if you do not want tot use an account group.
1. Go to the **Calculation rules** tab.
1. In the **Account group from** field, select the account group that starts the range of account groups whose transactions are involved in this allocation step.
1. Click .
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