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

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 discuss challenges and solutions when implementing this functionality.

Learning Objectives: 

• Understand how to configure a ledger allocation rule
• Understand how to utilize statistical accounts as a ledger allocation basis
• Understand the challenges and solutions implementing allocations

Speakers: Chris Rusing, Steve Nicholoff

Type: Fast Chat

Ability Level: 101 – New To

Primary Product: Dynamics 365 F&O/AX

Track: Finance