Adding Allocation Rule Groups

You can add allocation rule groups to organize rules on the Rules tab on the Allocations setup page.

  1. Navigate to the Setup > Allocations > Rules tab.
  2. Select a Rule Set from the drop-down list.
  3. Select an Area from the drop-down list.
  4. Select "" Add.
  5. Select Group as the Type.
  6. Enter a Name.
  7. Enter Notes, if applicable.
  8. Select Save.

You can "" Move groups to reorder them in the list.

You can "" Delete an allocation group if it is no longer needed. If rules are assigned to a group that you want to delete, then you must choose how to delete the group. You can select Delete Group and Reassign to reassign the rules to another group or select Delete All to delete both the group and the rules.

Parent topic: Allocation Rules