How to set up ledger allocation rules

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Posted on by VanNTT

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Hi all,

I have a question related to setup ledger allocation by my case:

Source info:

Main account	Costing	Expense
622	Costing 1	advertising
...	...	....

Destination info

Main account	Costing	Expense list
154	Costing 1	advertising
....	....	....

I want to setup that destination will be get all source's dimensions and source's amount because I have n source and I need to divide to n destination.

I can't find any way to solve above case,

Does anyone know it?

Thanks in advance,

Van Nguyen

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Ludwig Reinhard Microsoft Employee on at

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RE: How to set up ledger allocation rules

Hi,

The ledger allocation rules make the allocations after transactions have been posted e.g. at the end of a month when you run the periodic allocation process.

An alternative are ledger allocation rules that are setup at the ledger account level in the chart of accounts. They should be able getting this resolved. Can you test using them? (Note: the main difference to the periodic allocation rules is that the ones setup at the main account level post the allocation immediately with the underlying transaction)

Best regards

Ludwig