Configuring the General Ledger within Dynamics 365 for Operations: Module 6: Configuring the General Ledger Allocation Rules (Dynamics 365 for Operations Bare Bones Configuration Guides) - Softcover

Fife, Murray

9781548961473: Configuring the General Ledger within Dynamics 365 for Operations: Module 6: Configuring the General Ledger Allocation Rules (Dynamics 365 for Operations Bare Bones Configuration Guides)

Softcover

ISBN 10: 1548961477 ISBN 13: 9781548961473

Publisher: CreateSpace Independent Publishing Platform, 2017

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Now that we have configured our organizational units, then it opens up a squirrelly problem within the finances that with some postings, we want to distribute the amounts of the posting over multiple departments, cost centers and even business units.For example, rent might be shared across all the departments residing in that building. But we don’t want to have to enter in a rent posting multiple times and manually calculate the breakout of the expense to each of the departments which may be in proportion to that department’s square footage of office space occupied, headcount, or some other criteria. Luckily there is a solution for this within Dynamics 365 for Operations where we can create Allocation Rules which wait for specific account combinations to be posted to and then based on an allocation rule, it will break up the posting and then distribute it over a set of pre-defined financial dimensions, and spread the posting amount fairly and automatically.In this guide we will show you how to configure Allocation rules and then use them within the system.Topics CoveredCreating an Allocation Journal NameConfiguring an Allocation RuleProcessing Allocation RulesProcessing the Allocation RequestViewing the posted Allocation JournalsConfiguring Weighted Allocation Rules

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About the Author

Murray Fife is an Author of over 20 books on Microsoft Dynamics including the Bare Bones Configuration Guide series. These guides comprise of over 15 books which step you through the setup and configuration of Microsoft Dynamics including Finance, Operations, Human Resources, Production, Service Management, and Project Accounting. Throughout his 25+ years of experience in the software industry he has worked in many different roles during his career, including as a developer, an implementation consultant, a trainer and a demo guy within the partner channel which gives him a great understanding of the requirements for both customers and partners perspective. If you are interested in contacting Murray or want to follow his blogs and posts then here is all of his contact information: Email: murray@murrayfife.com Twitter: @murrayfife Facebook: facebook.com/murraycfife Google: google.com/+murrayfife LinkedIn: linkedin.com/in/murrayfife Blog: atinkerersnotebook.com Slideshare: slideshare.net/murrayfife Amazon: amazon.com/author/murrayfife

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