--- id: video/BZF4MrVfvfY type: video title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" summary: G/L allocation accounts in Business Central 2023 release wave 2 come in three types. Fixed uses predefined percentages, variable uses G/L account balances or statistical accounts with global dimension filters, and inherit from parent reuses an existing G/L account with an allocation key. They work in general and recurring journals, with deferrals and in sales and purchase documents. Proposed splits can be adjusted before posting, and developers can extend them through integration events. tier: official language: en tags: - gl allocations - statistical accounts - cost allocation - revenue allocation - fixed allocations - variable allocations - inherit from parent - deferral integration - allocation accounts - financial reporting - share percentages - dimensions system: finance review: state: reviewed by: opus at: "2026-10-07T23:13:18.969Z" flags: [] generated: at: "2026-10-07T23:13:19.006Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: dd6398ef002493402232770a46b3fbc9c6ad1f180ca70d10b3ed1f52a6cdf03d evidence: - kind: video url: https://www.youtube.com/watch?v=BZF4MrVfvfY&t=62s title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" date: "2023-12-20T08:08:44.000Z" commit: null t: 62 quote: in last release we introduced a new feature called statistical accounts and that is a feature that can hold nonfinancial numerical data - kind: video url: https://www.youtube.com/watch?v=BZF4MrVfvfY&t=178s title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" date: "2023-12-20T08:08:44.000Z" commit: null t: 178 quote: a new feature that you can also use statistical accounts for the new feature is called allocation accounts - kind: video url: https://www.youtube.com/watch?v=BZF4MrVfvfY&t=337s title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" date: "2023-12-20T08:08:44.000Z" commit: null t: 337 quote: when I post it it will get split into three individual lines and of course there's a debit and credit so we end up - kind: video url: https://www.youtube.com/watch?v=BZF4MrVfvfY&t=429s title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" date: "2023-12-20T08:08:44.000Z" commit: null t: 429 quote: allocation is done uh because you want better uh data for uh a later analysis of of your your business - kind: video url: https://www.youtube.com/watch?v=BZF4MrVfvfY&t=823s title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" date: "2023-12-20T08:08:44.000Z" commit: null t: 823 quote: helps you to change the percentages in an easy way and ensure that they are always adding up to 100 - kind: video url: https://www.youtube.com/watch?v=BZF4MrVfvfY&t=906s title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" date: "2023-12-20T08:08:44.000Z" commit: null t: 906 quote: in the background we are calculating it up to five decimals so these calculations are going to be very accurate and we are also - kind: video url: https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1062s title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" date: "2023-12-20T08:08:44.000Z" commit: null t: 1062 quote: you can specify how you are calculating the balance it can either be a balance set date fiscal year week quarter previous year - kind: video url: https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1199s title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" date: "2023-12-20T08:08:44.000Z" commit: null t: 1199 quote: if you would like to use inherit from parent then we cannot Define the destination account number so these needs to be blank - kind: video url: https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1260s title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" date: "2023-12-20T08:08:44.000Z" commit: null t: 1260 quote: the allocation account is actually implemented in the base app and it is going to be under Financial Management's allocation account folder - kind: video url: https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1342s title: "What's New: Fixed and Variable G/L Allocations (2023 release wave 2)" date: "2023-12-20T08:08:44.000Z" commit: null t: 1342 quote: we have added the integration events two of them one is on before create General joural line which you can use if you are links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: BZF4MrVfvfY channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=BZF4MrVfvfY published_at: "2023-12-20T08:08:44.000Z" duration_s: 1419 captions: full audience: - functional consultant - developer - administrator chapters: - t: 0 title: Introduction to GL Allocations and Statistical Accounts - t: 178 title: "GL Allocation Types: Fixed, Variable, and Inherit" - t: 254 title: "Demo: Fixed Allocation with Audit Expenses" - t: 429 title: "Demo: Variable Allocation and Inherit from Parent" - t: 550 title: "Demo: Deferrals and Purchase Invoice Allocations" - t: 639 title: "Demo: Manual Adjustment of Allocations" - t: 750 title: "Setup: Creating and Configuring Allocation Accounts" - t: 886 title: Share UI Pattern and Decimal Precision - t: 970 title: Dimensions and Testing Fixed Allocations - t: 1006 title: Variable Allocation Accounts Setup - t: 1103 title: Configuring Multiple Variable Allocation Lines - t: 1199 title: Inherit from Parent Account Type - t: 1240 title: Implementation Architecture and Code Structure - t: 1320 title: Integration Events and Extensibility features: - name: GL Allocations status: unclear t: 178 verified: false status_source: video - name: Fixed Allocation Type status: unclear t: 198 verified: false status_source: video - name: Variable Allocation Type status: unclear t: 218 verified: false status_source: video - name: Inherit from Parent Allocation Type status: unclear t: 238 verified: false status_source: video - name: Allocation Accounts with General Journals status: unclear t: 254 verified: false status_source: video - name: Allocation Accounts with Deferrals status: unclear t: 550 verified: false status_source: video - name: Allocation Accounts with Purchase Documents status: unclear t: 606 verified: false status_source: video - name: Manual Adjustment of Allocations status: unclear t: 659 verified: false status_source: video - name: Allocation Account Setup UI status: unclear t: 791 verified: false status_source: video - name: Statistical Accounts status: unclear t: 62 verified: false status_source: video - name: Decimal Precision in Allocation Calculations status: unclear t: 906 verified: false status_source: video - name: Dimension Assignment in Allocations status: unclear t: 938 verified: false status_source: video - name: Allocation Testing Tool status: unclear t: 970 verified: false status_source: video - name: Variable Allocation Accounts status: unclear t: 1006 verified: false status_source: video - name: Global Dimension Filtering for Allocations status: unclear t: 1083 verified: false status_source: video - name: General Journal Account Management Integration status: unclear t: 1260 verified: false status_source: video - name: Sales and Purchase Allocation Account Management status: unclear t: 1280 verified: false status_source: video - name: Allocation Account Integration Events status: unclear t: 1342 verified: false status_source: video objects_mentioned: - table statistical accounts - codeunit General Journal Account Management - codeunit Sales Allocation Account Management - codeunit Purchase Allocation Account Management quotes: - t: 62 text: in last release we introduced a new feature called statistical accounts and that is a feature that can hold nonfinancial numerical data check: exact - t: 178 text: a new feature that you can also use statistical accounts for the new feature is called allocation accounts check: fuzzy - t: 337 text: when I post it it will get split into three individual lines and of course there's a debit and credit so we end up check: exact - t: 429 text: allocation is done uh because you want better uh data for uh a later analysis of of your your business check: exact - t: 823 text: helps you to change the percentages in an easy way and ensure that they are always adding up to 100 check: exact - t: 906 text: in the background we are calculating it up to five decimals so these calculations are going to be very accurate and we are also check: exact - t: 1062 text: you can specify how you are calculating the balance it can either be a balance set date fiscal year week quarter previous year check: exact - t: 1199 text: if you would like to use inherit from parent then we cannot Define the destination account number so these needs to be blank check: exact - t: 1260 text: the allocation account is actually implemented in the base app and it is going to be under Financial Management's allocation account folder check: exact - t: 1342 text: we have added the integration events two of them one is on before create General joural line which you can use if you are check: exact --- # What's New: Fixed and Variable G/L Allocations (2023 release wave 2) > G/L allocation accounts in Business Central 2023 release wave 2 come in three types. Fixed uses predefined percentages, variable uses G/L account balances or statistical accounts with global dimension filters, and inherit from parent reuses an existing G/L account with an allocation key. They work in general and recurring journals, with deferrals and in sales and purchase documents. Proposed splits can be adjusted before posting, and developers can extend them through integration events. [Watch on YouTube](https://www.youtube.com/watch?v=BZF4MrVfvfY) · Microsoft Dynamics 365 Business Central (YouTube) · 2023-12-20 · 23:39 · tier official · reviewed (checked by Opus) ## Overview The video presents allocation accounts, a way to split cost and revenue across dimensions and G/L accounts. Fixed allocations use predefined percentages. Variable allocations calculate shares from statistical accounts or G/L balances. Inherit from parent lets you allocate an existing G/L account with an allocation key without creating a dedicated allocation account. Demos show allocations in general journals, combined with deferrals, and on purchase invoices, including editing the proposed split before posting. The later chapters walk through setup, the share UI pattern, decimal precision, dimension handling, and the code structure and integration events for developers. ## Key points - Three allocation types: fixed (predefined percentages), variable (based on statistical accounts or G/L balances), and inherit from parent (existing G/L account plus an allocation key). - Inherit from parent requires the destination account number to be blank. - Variable allocations let you choose how the balance is calculated: balance at date, fiscal year, week, quarter, previous year and other options taken from cost allocations. - Allocation accounts work in general and recurring journals, with deferrals (allocate and spread over periods in one transaction), and in sales and purchase documents. - Proposed splits can be adjusted before posting: amounts, G/L accounts and dimensions can be changed, and lines deleted. - The share UI keeps percentages summing to 100%. Calculations use up to five decimals internally while the UI shows whole percents; amount rounding applies on the G/L lines. - Dimensions defined on allocation lines override dimensions on the line. Variable allocation lines can be filtered on global dimensions. ## Chapters - [0:00](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=0s) Introduction to GL Allocations and Statistical Accounts - [2:58](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=178s) GL Allocation Types: Fixed, Variable, and Inherit - [4:14](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=254s) Demo: Fixed Allocation with Audit Expenses - [7:09](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=429s) Demo: Variable Allocation and Inherit from Parent - [9:10](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=550s) Demo: Deferrals and Purchase Invoice Allocations - [10:39](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=639s) Demo: Manual Adjustment of Allocations - [12:30](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=750s) Setup: Creating and Configuring Allocation Accounts - [14:46](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=886s) Share UI Pattern and Decimal Precision - [16:10](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=970s) Dimensions and Testing Fixed Allocations - [16:46](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1006s) Variable Allocation Accounts Setup - [18:23](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1103s) Configuring Multiple Variable Allocation Lines - [19:59](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1199s) Inherit from Parent Account Type - [20:40](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1240s) Implementation Architecture and Code Structure - [22:00](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1320s) Integration Events and Extensibility ## Features | Feature | Status | At | |---|---|---| | GL Allocations | status not stated, demoed | [2:58](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=178s) | | Fixed Allocation Type | status not stated, demoed | [3:18](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=198s) | | Variable Allocation Type | status not stated, demoed | [3:38](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=218s) | | Inherit from Parent Allocation Type | status not stated, demoed | [3:58](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=238s) | | Allocation Accounts with General Journals | status not stated, demoed | [4:14](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=254s) | | Allocation Accounts with Deferrals | status not stated, demoed | [9:10](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=550s) | | Allocation Accounts with Purchase Documents | status not stated, demoed | [10:06](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=606s) | | Manual Adjustment of Allocations | status not stated, demoed | [10:59](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=659s) | | Allocation Account Setup UI | status not stated, demoed | [13:11](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=791s) | | Statistical Accounts | status not stated, demoed | [1:02](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=62s) | | Decimal Precision in Allocation Calculations | status not stated, demoed | [15:06](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=906s) | | Dimension Assignment in Allocations | status not stated, demoed | [15:38](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=938s) | | Allocation Testing Tool | status not stated, demoed | [16:10](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=970s) | | Variable Allocation Accounts | status not stated, demoed | [16:46](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1006s) | | Global Dimension Filtering for Allocations | status not stated, demoed | [18:03](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1083s) | | General Journal Account Management Integration | status not stated | [21:00](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1260s) | | Sales and Purchase Allocation Account Management | status not stated | [21:20](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1280s) | | Allocation Account Integration Events | status not stated | [22:22](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1342s) | ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - table "statistical accounts" at [1:42](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=102s) - codeunit "General Journal Account Management" at [21:20](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1280s) - codeunit "Sales Allocation Account Management" at [21:20](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1280s) - codeunit "Purchase Allocation Account Management" at [21:20](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1280s) Not found in BC28-30: table "statistical accounts", codeunit "General Journal Account Management", codeunit "Sales Allocation Account Management", codeunit "Purchase Allocation Account Management". ## Quotes - [1:02](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=62s) "in last release we introduced a new feature called statistical accounts and that is a feature that can hold nonfinancial numerical data" - [2:58](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=178s) "a new feature that you can also use statistical accounts for the new feature is called allocation accounts" - [5:37](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=337s) "when I post it it will get split into three individual lines and of course there's a debit and credit so we end up" - [7:09](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=429s) "allocation is done uh because you want better uh data for uh a later analysis of of your your business" - [13:43](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=823s) "helps you to change the percentages in an easy way and ensure that they are always adding up to 100" - [15:06](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=906s) "in the background we are calculating it up to five decimals so these calculations are going to be very accurate and we are also" - [17:42](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1062s) "you can specify how you are calculating the balance it can either be a balance set date fiscal year week quarter previous year" - [19:59](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1199s) "if you would like to use inherit from parent then we cannot Define the destination account number so these needs to be blank" - [21:00](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1260s) "the allocation account is actually implemented in the base app and it is going to be under Financial Management's allocation account folder" - [22:22](https://www.youtube.com/watch?v=BZF4MrVfvfY&t=1342s) "we have added the integration events two of them one is on before create General joural line which you can use if you are" Presenters (as heard): Brian Nelson, Nicola.