Dynamics 365 Business Central – How to proportionally split costs across Dimensions using Statistical Accounts and Allocation Accounts
This post explains how to automatically split costs across cost center dimensions in Business Central using Statistical Accounts and Allocation Accounts. It demonstrates a scenario where heating expenses are distributed proportionally to departments based on square footage, streamlining accurate cost allocation without manual intervention.
Key points
- Statistical Accounts store non-financial metrics like square footage that drive cost allocation calculations
- Allocation Accounts use Statistical Account data to automatically distribute costs across selected dimensions
- When posting purchase invoices to an Allocation Account, the system proportionally splits amounts based on dimension values stored in the Statistical Account
- Updating the Statistical Account journal automatically applies new allocation proportions to future transactions without reconfiguring the Allocation Account
AL objects mentioned
As named in the post. A name that matches one object page by exact type and name links to it; the others stay as named.
- other “Statistical Accounts”
- other “Allocation Accounts”
- other “Statistical Accounts Journal”
- other “Breakdown account balance filters”
Context
- Features: Statistical Account configuration, Allocation Account setup, Dimension-based cost splitting, Purchase invoice allocation, Cost distribution automation
Source: The Dynamics Explorer, community blog. Summary, key points and quotes are derived (CONTENT-NOTICE.md); read the original for the full text.