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Finance | Project Operations, Human Resources, ...
Suggested Answer

Allocating Expenses to different line of Business

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Posted on by 25

Hi,

Just wanted to know if we can allocate expenses to different line of business in D365 fin ops?

thanks

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello D365 Finance,

    If you line of business is a financial dimension then you can do that with the standard allocation functionalities.

    Best regards,

    Ludwig

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Is that answered?

    Could you kindly highlight what do you mean by "different line of business" ?

    Regards,
    Sourav

  • Suggested answer
    Junaid Idrees Profile Picture
    on at

    Hi D365 Finance,

    If your requirement is to allocate expenses on different financial dimension + accounts. You can setup allocation rules, Please refer to below MS doc to configure allocation functionality.

    Setup allocation rules:

    1. docs.microsoft.com/.../ledger-allocation-rules

    Process allocation:

    2. docs.microsoft.com/.../process-allocations

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello D365 Finance,

    Has your issue been resolved and have you found the information you were looking at?

    If this is not yet the case then have a look at MS docs that describes ledger allocation and the functionalities available in the cost accounting module.

    Please see:

    docs.microsoft.com/.../cost-accounting-home-page

    docs.microsoft.com/.../ledger-allocation-rules

    Would be great if you could let us know if you need any other help / information from the community.

    Many thanks,

    Ludwig

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