All Products
Search
Document Center

AssignResRule

Last Updated: May 22, 2019

Set an auto allocation rule to allocate resources to cost centers

Features

  1. An auto allocation rule can eliminate the tedious process of manual allocation.
  2. After you set an auto allocation rule, eligible resources are allocated to the specified cost center after these resources are purchased.


Business rules

  1. You can only set one auto allocation rule for a cost center.
  2. Eligible resources are allocated to the specified cost centers. The ownership of these resources is specified on the next day.
  3. When a resource is specified in multiple rules, the first applicable rule takes effect on the resource. The subsequent rules are not applied to the resource.
  4. The order that auto allocation rules follow is based on the structure of the hierarchy tree for cost centers. Rules for the first-layer cost centers are first executed and then the next lower layers one by one.
  5. After an auto allocation rule is set, you can click Transfer next to a resource that is owned by a cost center to transfer the resource to another cost center.


Set an auto allocation rule

  1. In the Auto Allocation Rule dialog box, you can enable or disable a rule. When you enable the rule, you can set the following criteria:

  2. Criterion 1: account. You can select one or more accounts from the drop-down list.

  3. Criterion 2: product. You can select one or more products and product types from the drop-down list.
  4. Criterion 3: billing method. You can select a billing method from the drop-down list.
  5. Condition 4: resource group. You can select one or more resource groups from the drop-down list.
  6. Condition 5: tag. You can select one or more tags from the drop-down list.
  7. Condition 6: instance name. You can enter only one instance name. The instance name can be an approximate name.

1