Dynamics Community Forum Thread Details

Can I use allocation accounts and keep the original posting account balances intact?

I have GP set up by legal entity and use cost centres for each department, but our Board is now asking for reporting by division, which isn't the same. I have 4 costs centres which directly relate to the divisions and another 6 cost centres which are support functions which need to be allocated across those divisions.

I want to be able to continue reporting by cost centre (each cost centre manager needs their own reports), but for support cost centres allocate the costs against the reporting divisions on predetermined allocations.

If I use allocation accounts, the data is going to move out of the support cost centres, but I want to keep that data there, and be able to report on a cost centre or division basis.

Is there a way of doing this?

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