Can I use wildcard for GL allocation setup

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Posted on by abby wang

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Hi all,

I am trying to setup an allocation which will take all revenue and expense accounts of one company and allocate to two different companies with pre-defined percentage. Basically the account and subacct will be the same between the source and destination. I am trying to use wildcrad to do so, but it only ends up creating one batch with only one source account. Does anyone know if this is possible to do in Solomon?

Thanks!

abby wang

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mfeirman 5 on at

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Re: Re: Re: Can I use wildcard for GL allocation setup

I have been playing around with allocations recently, trying to build out some processes. I noticed the destination piece does not accept wildcards, as the system must know the exact acct/sub to post to.

I feel this is VERY weak, as I would like the system to post the same sub acct whihc the source wildcard sub acct comes from.

I ended up creating a separate allocation for each subaccount. Very painful. So for 17 subaccounts, I would have to create 17 allocation groups!!! Stinks - and maintenance is not fun.

-Mark
abby wang 170 on at

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Re: Re: Can I use wildcard for GL allocation setup

I've tried it, but it does allows me the put the wildcard in the destination subacct. If I put the wildcard in the all the other area (source acct, source sub, destination acct), I only get one journal entry with one source acct\sub combination of allocation. No other accounts\subaccts are allocated.

I think in our case, it would be much better to do the allocation outside of Solomon unless we can get the wildcard to work.

abby wang
Steve Milner 60 on at

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Re: Can I use wildcard for GL allocation setup

You should be able to use "????" as wildcards in the allocation.