Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / Allocation Rules - Exc...
Finance forum
Answered

Allocation Rules - Exclude specific Transaction

Posted on by 512
Hi Everyone,
 
I have a requirement in Allocation, let me try to explain with an example.
 
I have a allocation rule setup for Rent account with Specific dimension combination.
 
Now lets assume I have posted 10 transactions to rent account with the set dimension criteria. Now when i run allocation process, system will pick all the 10 posted transaction. But the requirement is that I need to exclude few transactions and run the allocation process.
 
Any suggestions.
 
Kind Regards,
Bharath Jain
Categories:
  • Verified answer
    Bharath jain Profile Picture
    Bharath jain 512 on at
    Allocation Rules - Exclude specific Transaction
    Hi Ramit,
     
    Yes that was my question. 
     
    As you said, the transaction has to be manually excluded.
     
    Thanks,
    Bharath
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 18,383 Super User on at
    Allocation Rules - Exclude specific Transaction
    Hi Bharath,
     
    As far as I understood, you want to exclude the transactions from same set of posted transactions, which means system cant place any logic, unless you change the process for those transactions by adding a different dimension.
     
    If you cant change the process, I would advice you to exclude manually before posting it.
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Allocation Rules - Exclude specific Transaction
    Hi,
    Please provide more information (such as business background, more real cases, etc.) to help us better solve the problem for you. The information you have provided so far is not enough to support us to propose a solution.
    Best regards,
    Kevin
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,696 Super User on at
    Allocation Rules - Exclude specific Transaction
    Hi Bharath,
     
    What is the exact condition for excluding some transactions? Are you able to define that in the criteria for the allocation rules? Can you provide a real-life example?

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans