Which are the steps to create an allocation rule?

To create an allocation rule, it's essential to first focus on populating the source dimensions. This step establishes from where the resources or costs will be allocated. The source dimensions define the specific entities that will provide the input for the allocation process.

Correctly identifying and populating the source dimensions is crucial because it determines the values that will be used in the subsequent calculations for the allocation. This foundational step ensures that the right data is being utilized, which sets the stage for accurately distributing costs or profitability across various dimensions later in the process.

Other steps mentioned, such as creating a new point of view, populating the destination dimensions, or populating the driver basis dimensions, are important in the overall allocation framework. However, without properly defining the source dimensions, the allocation rule cannot function as intended, as it would lack the necessary input data to execute the associated calculations. Therefore, focusing on the source dimensions is a critical first step in creating effective allocation rules in the Profitability and Cost Management Cloud (PCMCS).