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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / process revenue percen...
Finance | Project Operations, Human Resources, ...
Suggested Answer

process revenue percentage into one voucher

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Posted on by David Tailor 822

Hello,

I have a Revenue Account = 700100, i need to take 10 % of this revenue account monthly whatever balance is there and generate the following voucher:

Debit: Expense Account (P&L) (600100)

Credit: Accrual Account (BS). (400100)

how to achieve this in D365 FO?

Note: how to run this monthly and take always the net balance per month:

Ex: Jan Revenue (up to 31 Jan) = 2000 USD (

Feb Revenue Balance (up to 28 Feb) = 3500 USD (net here is 1500)

the percentage calculated for Jan should be 2000 * 0.10 = 200 $

The percentage calculated for Feb should be 1500 * 0.10 = 150 &

kindly advise,

Regards,

David

I have the same question (0)
  • Suggested answer
    nunomaia Profile Picture
    nunomaia 25 Moderator on at

    Did you try to setup allocation journals l ?

    There is detailed guide on exploredynamics365.home.blog/.../  

    You can take balance from account and allocate to other accounts using rules

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Moderator on at

    You need to use Allocation in GL and use percentage method .

    In source define revenue account, Date interval = month to consider only monthly balance

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