How to define and use the allocation terms in Dynamics 365 Finance

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  • Опубліковано 20 вер 2024
  • The video demonstrates defining and using the allocation terms in Dynamics 365 Finance. The allocation terms or rules are used to distribute the expenses or revenues into multiple ledger accounts i.e. Main accounts and financial dimensions. When a voucher is posted the system looks for the filter criteria in allocation rules, and if it matches, it executes the target selection of the main account and financial dimensions to distribute the value. The distribution in allocation rules as a sum can be up to 100 per cent in total. However, when partial rules are created the remaining value will be retained in the original ledger account.
    About Trainer:
    I am a certified Microsoft Trainer (MCT) and consultant manager in Microsoft Dynamics 365 FinOps, SAP S/4 Hana, Power platform, SharePoint, Azure, and Oracle Cloud with over 20 years of global experience in supporting industries as textile, manufacturing, retail, heavy equipment rental, transportation, facility management, building material, construction, and telecom infrastructure. Besides, I also support open-source software for digital needs.
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  • Наука та технологія

КОМЕНТАРІ • 7

  • @RobertWallace-if3tt
    @RobertWallace-if3tt 2 місяці тому

    The time of the presentation was perfect for me.

  • @muhammadzuhair6177
    @muhammadzuhair6177 14 днів тому

    Very useful! Thank you

  • @zaheerahmad3896
    @zaheerahmad3896 Рік тому +1

    You could have performed under 10 minutes by skipping lot of words and screens. I really appreciate your work, my suggestion is not to make longer than 10 minutes.

    • @PirKhurramRashdi
      @PirKhurramRashdi  Рік тому

      Good suggestion. Will take care.

    • @politicschat2534
      @politicschat2534 Рік тому

      Thank you please cover more concepts

    • @kame99023
      @kame99023 Рік тому +1

      I disagree with this! I believe it is a good thing to prrsent the theory prior demo. You can easily skip slides part 😊

    • @PirKhurramRashdi
      @PirKhurramRashdi  Рік тому +1

      Appreciating viewers like you are my motivation. Always ready to improve even listening to criticism. Thanks