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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Allocation of Operatio...
Finance | Project Operations, Human Resources, ...
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Allocation of Operational Indirect cost to Line of Business (LOB)

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Posted on by Chandrashekar Nayak 15

Hi

Objective is to allocate operational indirect cost like facilities cost (rent) to the different Line of Business.

We have around 30 chart of account codes relating to Indirect Cost of Operations.  As the basis of allocation for all these codes will be same, I tried to achieve this by doing the following

  1. I grouped these codes into a new Dimension for Department called COGS Indirect.
  2. In Source Tab, I added COGS Indirect so that I could avoid adding 30 line items for each of these account codes
  3. In Destination Tab, I added COGS Indirect as the Department and the LOBs with the different percentage, but here it is mandatory to provide the account code.   This will mean that for Destination Tab, I will have to enter all the 30 accounting codes one by one.  

So my question is

Question 1 Is there a simple method for allocating the cost in these codes?

Question 2 If not, do I have to enter 30 account codes in Source Tab and 30 account codes in Destination Tab to achieve my objective 

I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Chandrashekar Nayak,

    You can use the ledger allocation rules for making the allocation of the costs that your grouped into your new dimension.

    This site here provides you some information on how that works:

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

    Best regards,

    Ludwig

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