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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Allocation Journals
Finance | Project Operations, Human Resources, ...
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Allocation Journals

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Posted on by Community member 8
I've gotten my allocation rules setup and have generated the allocation journal with success; however, the journal lines created numbered over 5,000 lines.  If I export the 5000 lines to excel and summarize by account and financial dimensions, it can be summarized in only 5 lines.  Is it possible to get the allocation journal to create only these 5 lines instead of over 5,000 lines it is currently creating?  
  • Community member Profile Picture
    Community member 8 on at
    Allocation Journals
    I'm not sure either of those would be an improvement from just summarizing the data in excel beforehand and importing that into a general journal.  
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Allocation Journals
    Hi,
    There are two ways you can do this:
    Best regards,
    Kevin

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