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Ledger Allocation Rules Processing

  • 1.  Ledger Allocation Rules Processing

    Posted Aug 19, 2019 09:12 AM
    ​We are currently designing the setup of ledger allocation rules based on allocation basis methods that we established.  We are testing in UAT now and wondering if there is a way to schedule the processing so that we can kick the job off and it automatically process the series of rules.  We are trying to avoid having to kick off each of the rules manually.  Does anyone currently use the ledger allocation rules in D365 #FinanceandOperations and have any tips or best practices that they could share with us to make it less labor intensive?​


    Michelle Steffen
    Corporate Controller
    Jasper Engines
    Jasper IN

  • 2.  RE: Ledger Allocation Rules Processing

    Posted Aug 20, 2019 08:15 AM
    The Process Allocation Request feature can be run as a reoccurring batch job.  General ledger menu > Allocations > Process allocation request.  Expand the Run in the background section to configure the batch job.

    Donna Cribbin
    Solution Architect
    DXC Eclipse

    Donna Cribbin
    New York NY


  • 3.  RE: Ledger Allocation Rules Processing

    Posted Aug 20, 2019 01:51 PM
    Hi Michelle

    I would certainly also like to see it working in recurrent batch (for many scenarios it will not work - to my understanding).
    And yes, it seems to be possible to setup, but not fetching "actual date".

    Erik Pedersen
    Columbus Global


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