Utilize Ledger Allocation Rules in D365 to Automatically Distribute Balances between Ledger Accounts

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Session Details

Title: Utilize Ledger Allocation Rules in D365 to Automatically Distribute Balances between Ledger Accounts

Session Description:

This session will show how you can utilize ledger allocation basis and ledger allocation rules to maximize your allocations in D365. We will cover how an end user used statistical account entries as the allocation basis for their allocation rules. We will also disucss challenges and solutions when implementing this functionality.

PRODUCTS

Sessions

  • Dynamics 365 F&O/AX

Type: Fast Chat

Ability Level: 101 - New To

Primary Product: Dynamics 365 F&O/AX

Primary Track: Finance

Track: Finance

Learning Objective 1: Understand how to configure a ledger allocation rule

Learning Objective 2: Understand how to utilize statistical accounts as a ledger allocation basis

Learning Objective 3: Understand the challenges and solutions implementing allocations

Session Objective for Attendee: New To


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