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

Wizard period allocation categories D365

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Posted on by 125

Hello experts,

This is my step with setup wizard in period allocation categories:

1/ General ledger/ Ledger setup/ Period allocation categories.Click Wizard

2/  This is my setup

pastedimage1607312072163v2.png

pastedimage1607312132309v3.png

As I expected, Interval of time is 5 instead of 1. Can anyone try this setup and give me your opinion.

Best regards,

Quynh Nhu

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

    Hello Quynh Nhu,

    Please try using the following values, which creates you 5 lines

    peralloc1.png

    You can see that in the preview

    peralloc2.png

    In case you need to modify the periods somehow, open the lines section after the wizard completed and edit the lines as needed. 

    Example:

    peralloc3.png

    Best regards, 

    Ludwig

  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hi Quynh,

    It is normal case. 10/5=2 means there are two values.

    When the time unit is days, the field will display as the Interval of time value.

  • Nhu Quynh Profile Picture
    125 on at

    Hi Ludwig,

    Thanks for your opinion, I know I have to work around to change in Period allocation lines.

    But as i think the system shoud be show interval = 5 (in my example) automatically, is it right Mr Ludwig?

    As your example, I think Interval of time = 0, 2, 4, 6, 8 instead of 0,1,2,3,4

    Is it the bug ?

    Many thanks

  • Nhu Quynh Profile Picture
    125 on at

    Hi Mattguo,

    You can see if you choose days and Interval = 7 (duration = 365). The result that Time of interval = 0, 7, 14, 21,... The days is OK. But i think month is response the same if choose month and Interval =5 (duration = 10) --> The result I expected is 0, 5

  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hi,

    I am not sure if it should display as you expect, but this is the case out of the box.

    You can create a support ticket to Microsoft.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Nhu Quynh,

    I would not call it a bug but that this works as it was designed ;-)

    If you don't like the way how the lines are created then do this manually.

    For 5 lines this might take not even a minute ;-)

    Best regards,

    Ludwig

  • Nhu Quynh Profile Picture
    125 on at

    Hi Ludwig,

    You can try it with days, as i reply above, if days = 7, duration  = 365, time of interval is 0, 7, 14, 21....

    Why D365 don't show time of interval is 0,1,2,3,4, 5 action the same as Months

    Or you can try the same logic with Create recurrence function with Budget register entries line

    Many thanks,

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    If I try with 7 days and 365 in the duration field I get something like this:

    per.png

    Rather than trying to use the wizard, which seems kind of limited for your scenario, I would recommend using the excel addin. 

    This is nice and you can make the configuration you like. 

    The following screenprints give you an example. 

    Best regards, 

    Ludwig

    perb.png

    perc.png

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