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Dynamics SL 2018 CU3 - Allocation Options

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Posted on by Laura

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We previously were on SL 7 and had alloction entries being created for transactions that had zero amounts. They would then pass through to Flexible Billings Invoice and Adjustments.

Upgraded to Dynamics SL 2018 CU3 in June and now zero amount transactions go into PJTran but are not being allocated and don't create transactions to flow through to Flexible Billings Invoice and Adjustments.

Checked PC Setup to confirm that the No Zero Amount Postings box is NOT checked in the PC Options and Setup tab.

Reviewed the Control Parameter Maintenance for PA \ Alloc-Options and the Control Data is set to NYN. Tested changing and checking the No Zero Amount Postings box and saw the Control Data change to YYN. So checking the box seems to be working.

I don't see any difference to the records in the PCSetup table when the box is checked or unchecked.

I checked the Allocation Method and the line for the Account Categories that are affected seem to flow through without any restrictions.

Any ideas of what could be holding back the zero amount records from Allocating?

Thanks,

Laura

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CFROTON 4,710 on at

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Dear Laura,

Do you have units? I understand that option is to allow transactions to allocate with units and a zero amount.

In your allocation method do you allocate by units and use a zero rate (on a rate table), or do you allocate by amount with the same setup?

Does your step have a unit post?

Are you auto allocating? By batch and auto allocation are both checked. I might suggest you run it manually for the project to see if it will be picked up.

The current version we test on is CU4, we don't hotfix the product anymore , but I can test if its working properly in the current version.

Best Regards,

Jana Macdonald

Microsoft dynamics SL support

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