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I have a client wanting to use the allocation groups in the GL. In testing we noticed the percentage allocation method only allocates period balances. Is it possible to instead allocate the YTD balances on a percentage basis?
The actual and ledger methods will do YTD but only on a ratio basis, not on a percentage.
Is it possible to do percentage allocations for YTD balances?
Please advise. Thankyou
JG
could you give some screenshot or repro steps for this isue
seems you can set a period here
Hello Thomas,
Appreciate the feedback, however it appears you are referencing a different system. This post was for SL2018
Hello JG,
I looked at the options for that screen, I don't think so, but I'm confirming with a GL specialist if it is possible.
Best Regards,
Jana MacDonald
You are correct. The percentage allocation only allocates the ptd amount. That shouldn’t be a problem though. Allocate period 1. Then allocate period 2. Then allocate period 3. Etc. If they are in period 06 as an example, by the time they have run the allocation for the first six periods, they have the ‘year to date’ allocated.
Jana Macdonald
Thanks Jana,
That's what I thought. Appreciate the confirmation.
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