D365 Finance & Operations and Dynamics AX Forum

Hi all,

I'm curious to see if we can do this in D365FO.  When I worked with Dynamics GP (Great Plains) years ago, there was a feature where you could set up a GL account, and any transactions that hit the account would automatically allocate to various other accounts, depending on how it was set up.  I forget the term for the account, it's been 14 years since I've used GP.

Does anyone know if a similar functionality exists in D365FO?  I'm familiar with Allocations in D365FO, the GP functionality seemed to be more automatic in that any amount that hit the original account would immediately be allocated to the other accounts it was linked to.

Any suggestions would be greatly appreciated.

Thanks.

Patrick

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Patrick Perlas
Energy Recovery Inc
San Leandro
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https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/main-account-allocation-terms

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Dan Cantley
Systems Analyst
Bedrock Manufacturing Co, LLC
Detroit MI
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Original Message:
Sent: Jan 26, 2023 11:22 AM
From: Patrick Perlas
Subject: Allocation by transaction

Hi all,

I'm curious to see if we can do this in D365FO.  When I worked with Dynamics GP (Great Plains) years ago, there was a feature where you could set up a GL account, and any transactions that hit the account would automatically allocate to various other accounts, depending on how it was set up.  I forget the term for the account, it's been 14 years since I've used GP.

Does anyone know if a similar functionality exists in D365FO?  I'm familiar with Allocations in D365FO, the GP functionality seemed to be more automatic in that any amount that hit the original account would immediately be allocated to the other accounts it was linked to.

Any suggestions would be greatly appreciated.

Thanks.

Patrick

------------------------------
Patrick Perlas
Energy Recovery Inc
San Leandro
------------------------------

Thanks Dan!!!

I'll test this out, I appreciate the tip.

Patrick

------------------------------
Patrick Perlas
Energy Recovery Inc
San Leandro
------------------------------

Original Message:
Sent: Jan 27, 2023 07:10 AM
From: Dan Cantley
Subject: Allocation by transaction

https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/main-account-allocation-terms

------------------------------
Dan Cantley
Systems Analyst
Bedrock Manufacturing Co, LLC
Detroit MI

Original Message:
Sent: Jan 26, 2023 11:22 AM
From: Patrick Perlas
Subject: Allocation by transaction

Hi all,

I'm curious to see if we can do this in D365FO.  When I worked with Dynamics GP (Great Plains) years ago, there was a feature where you could set up a GL account, and any transactions that hit the account would automatically allocate to various other accounts, depending on how it was set up.  I forget the term for the account, it's been 14 years since I've used GP.

Does anyone know if a similar functionality exists in D365FO?  I'm familiar with Allocations in D365FO, the GP functionality seemed to be more automatic in that any amount that hit the original account would immediately be allocated to the other accounts it was linked to.

Any suggestions would be greatly appreciated.

Thanks.

Patrick

------------------------------
Patrick Perlas
Energy Recovery Inc
San Leandro
------------------------------