General ledger allocation rulesThe allocation rule that you entered is not activeProcess allocation request d365Allocation terms d365Allocation journal in AX 2012D365 Cost allocation

Create an allocation rule | Microsoft Docs

文章推薦指數： 80 %
投票人數：10人

Starting with cumulative update 7 for Microsoft Dynamics AX 2012 R2, you can also use ledger allocation rules for budget plans. Skiptomaincontent Thisbrowserisnolongersupported. UpgradetoMicrosoftEdgetotakeadvantageofthelatestfeatures,securityupdates,andtechnicalsupport. DownloadMicrosoftEdge Moreinfo Tableofcontents Exitfocusmode ReadinEnglish Save Tableofcontents ReadinEnglish Save Edit Twitter LinkedIn Facebook Email Tableofcontents Createanallocationrule Article 11/29/2021 2minutestoread 2contributors Isthispagehelpful? Yes No Anyadditionalfeedback? FeedbackwillbesenttoMicrosoft:Bypressingthesubmitbutton,yourfeedbackwillbeusedtoimproveMicrosoftproductsandservices.Privacypolicy. Submit Thankyou. Inthisarticle Important Thiscontentisarchivedandisnotbeingupdated.Forthelatestdocumentation,seeMicrosoftDynamics365productdocumentation.Forthelatestreleaseplans,seeDynamics365andMicrosoftPowerPlatformreleaseplans. AppliesTo:MicrosoftDynamicsAX2012R3,MicrosoftDynamicsAX2012R2,MicrosoftDynamicsAX2012FeaturePack,MicrosoftDynamicsAX2012 Thistopicexplainshowtosetupledgerallocationrules.Allocationisthedistributionofamountstooneormoreaccountsoraccountanddimensioncombinations. UsetheLedgerallocationruleformtosetupanallocationrulethatyoucanusetodefinetherulesandmethodsbywhichledgerbalancesaretobeallocated.Forexample,youcansetupanallocationruletodividecorporateadvertisingcostsbasedoneachdepartment'ssalesinproportiontototaldepartmentalsales. Startingwithcumulativeupdate7forMicrosoftDynamicsAX2012R2,youcanalsouseledgerallocationrulesforbudgetplans.Formoreinformationabouthowtoworkwithbudgetplans,seeSetupbudgetallocationterms. ClickGeneralledger>Setup>Posting>Ledgerallocationrule. EnterauniqueIDfortheallocationrule. Selecttheeffectivestartingandendingdatesfortherule. SelecttheActivecheckboxtomaketheallocationruleactiveandavailableforprocessing. ClicktheGeneraltabtoenteradditionalinformationfortherule. YoucanselecttheIntercompanyrulecheckboxtousetheruletoprocessallocationsacrossmultiplelegalentities. Selecttheallocationmethodtousefortherule.Formoreinformation,seeAboutallocationrules. Selectthedatasource. IfyouselectFixedvalue,enterthefixedvalueamounttoallocate. IfyouselectLedger,youcanselectamathematicaloperationtoprocessonthesourcevalue.EnteranamountifyouselectMultiplyorDivide. Selectthedateintervalcodetodeterminethefiscalperiodsfortheallocationrulesource. Selecttheallocationjournalname. IfyouselectedDistributethesourcedocumentamountequallyastheallocationmethod,youcanselecttouseeitherthesourcedestinationaccountanddimension,auser-specifieddestinationaccountanddimension,oracombination. ClicktheOffsettabtoenteroffsetaccountsanddimensionstobalancethedestinationdistributionlines. Selecttheoriginoftheoffsetaccount. IfyouselectUserspecified,selectanoffsetaccounttouseinsteadofthesourceaccount. IfyouselectSource,therespectiveaccountthatisdefinedinthesourceisusedduringtheallocationprocess. Selectthedimensiontoassociatetotheallocationrule. IfyouselectSourceintheOffsetdimensionfromfield,therespectivedimensionthatisdefinedwhenyouclickSourceisusedduringtheallocationprocess. IfyouselectUserspecified,selectadimensiontouseinsteadofthesourcedimension. Tocreateledgerallocationrulesourceinformation,clicktheSourcebutton.Tocreateledgerallocationruledestinationinformation,clicktheDestinationbutton. Formoreinformation,seeCreateallocationrulesourceanddestinationinformation. Seealso Ledgerallocationrulesource(form) Ledgerallocationruledestination(form) Dateintervals(form) Inthisarticle

請為這篇文章評分？

延伸文章資訊