How to define and use the allocation terms in Dynamics 365 Finance
Автор: Learning Business Apps with Pir Khurram Rashdi
Загружено: 2023-01-14
Просмотров: 3725
Описание:
The video demonstrates defining and using the allocation terms in Dynamics 365 Finance. The allocation terms or rules are used to distribute the expenses or revenues into multiple ledger accounts i.e. Main accounts and financial dimensions. When a voucher is posted the system looks for the filter criteria in allocation rules, and if it matches, it executes the target selection of the main account and financial dimensions to distribute the value. The distribution in allocation rules as a sum can be up to 100 per cent in total. However, when partial rules are created the remaining value will be retained in the original ledger account.
About Trainer:
I am a certified Microsoft Trainer (MCT) and consultant manager in Microsoft Dynamics 365 FinOps, SAP S/4 Hana, Power platform, SharePoint, Azure, and Oracle Cloud with over 20 years of global experience in supporting industries as textile, manufacturing, retail, heavy equipment rental, transportation, facility management, building material, construction, and telecom infrastructure. Besides, I also support open-source software for digital needs.
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