Dynamics 365 Finance
Category
May 7, 2024
Published date
Text
Article Type
AI Summary
- This article discusses the functionality of allocating project amounts through financial dimensions or time in Microsoft business applications. It explains two alternative allocation activities: allocating financial dimensions and allocating across periods. For allocating financial dimensions, the user needs to select budget planning lines and click on "allocation budget." The required information to insert includes the allocation method (allocate to dimensions), allocation term (rules to apply for the allocation), source scenario (data to recover), destination scenario (data to apply), multiply by (optional multiple), and append to plan (option to update or sum existing line amounts). The allocation rules can be understood by referring to the "allocation term: setup" section.For automatic distribution, the user follows a similar process of selecting budget planning lines and clicking on "allocation budget." The required information to insert includes the allocation method (allocate across periods), period key (rules to apply for the allocation), source scenario, destination scenario, multiply by, and append to plan. The allocation rules for this method can be understood by referring to the "period key" setup.The article also mentions the configuration steps for budget allocation terms and periods key. In the budget allocation terms setup, rules can be defined to allocate amounts. An example is given where the allocation is split 60% in cost center 008 and department 002, and 40% in cost center 007 and department 002. The periods key setup in the general ledger allows for defining allocation keys with line periods and allocation percentages.In summary, the article provides a detailed explanation of allocating project amounts through financial dimensions or time in Microsoft business applications, covering allocation methods, required information for allocation, and configuration steps for allocation terms and periods key.
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