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Specify Amount as a Source in Allocation Formula Component

edited Jun 26, 2025 12:29PM in General Ledger & Intercompany 5 comments

Summary:

We are trying to create an allocation rule using the Formula component in Oracle Fusion General Ledger. Our objective is to post a fixed amount periodically by debiting and crediting specific account combinations.

For example, we want to debit a specific CCID with 5,000 and credit another specific CCID with 5,000 on a monthly basis.

To achieve this, we have defined an allocation rule using the formula component with the following configuration:

  • Point of View (POV): All segment values are fixed except for Cost Center and Account.
  • Rule definition:
    • Offset: "013" → "1140402"
    • Target: "013" → "5221610"
    • Source: 5,000

However, when we run the "Generate General Ledger Allocations"

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