Dynamics 365 Finance Ledger Allocations | Allocation Rules, Methods & Journals
Learn to configure and process Ledger Allocations in Microsoft Dynamics 365 Finance, including Allocation Rules, source and destination accounts, Basis, Fixed Percentage, Fixed Weight, and Equal allocation methods, Financial Dimensions, allocation journals, and posting.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 22 Minutes 57 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides practical training on Ledger Allocations in Microsoft Dynamics 365 Finance. You’ll learn how Ledger Allocation Rules distribute financial amounts across multiple ledger account and Financial Dimension combinations so that costs and revenues are assigned to the appropriate accounting objects. The course covers allocation methods, sources, destinations, offsets, Financial Dimensions, allocation processing, journal entries, and posting.
What You Will Learn
- Understand Ledger Allocations in Microsoft Dynamics 365 Finance
- Understand the purpose of Ledger Allocation Rules
- Create and configure Ledger Allocation Rules
- Understand Allocation Rule source, destination, and offset components
- Configure Ledger Accounts and Financial Dimensions used in allocations
- Understand Basis allocation
- Understand Fixed Percentage allocation
- Understand Fixed Weight allocation
- Understand Equal allocation
- Understand allocation based on Ledger balances and Fixed Values
- Process Ledger Allocation Rules
- Review generated Allocation Journal Entries
- Post Ledger Allocation Journals
- Understand periodic allocation processing
- Support accurate cost and revenue allocation across financial dimensions
Course Overview
This module includes hands-on demonstrations of:
- Reviewing Ledger Allocation functionality in Microsoft Dynamics 365 Finance
- Creating Ledger Allocation Rules
- Defining Allocation Rule source criteria
- Configuring allocation destinations and Financial Dimensions
- Configuring offset-account behavior
- Working with Basis, Fixed Percentage, Fixed Weight, and Equal allocation methods
- Processing Ledger Allocation Rules
- Reviewing generated Allocation Journal Entries
- Posting Ledger Allocation Journals
Outcome
By the end of this course, you’ll understand how to configure and process Ledger Allocations in Microsoft Dynamics 365 Finance, including Allocation Rules, sources, destinations, offsets, Financial Dimensions, allocation methods, journal generation, and posting.
