Adjust Cost Allocations Before Posting
Allocation accounts in Business Central general journals: how to use Generate lines from allocation account to split an expense by the account definition and adjust the lines before posting. The demo uses an equal split across multiple G/L accounts.
- Introduction to allocation accounts
- Creating an expense in general journals
- Generating lines from allocation account
- Making adjustments before posting
Overview
This short video (published 2024-12-12) shows how allocation accounts split an expense. Normally the split happens at posting, according to the allocation account definition. The video enters an expense in a general journal, then uses the Generate lines from allocation account function to split the line before posting.
Key points
- With allocation accounts, the split normally happens when the expense is posted, according to the account definition.
- In a general journal, choose Actions, Functions, Generate lines from allocation account line to split the amount into separate lines.
- The demo uses an allocation account that splits an expense into equal shares across several G/L accounts.
- Generating the lines first lets you intercept and adjust the split before posting.
- Steps shown: create an expense in general journals, generate lines from the allocation account, then adjust the lines before posting.
Features
Every feature below: status not stated, demoed.
Quotes
- 0:00 “when you work with allocation accounts the split happens when the expense is posted according to the definition”
- 0:39 “I can choose actions functions generate lines from a location account line this will now split up”
- 1:00 “this function is a great way to intercept or make adjustments before posting with allocation accounts”