The Journal Allocation Tool is a Microsoft Dynamics 365 Business Central add-on that is used to run pre-defined allocations on journal lines and on document lines. It can allocate lines to combinations of dimensions, or any type of Account No. (G/L Account, Vendor, Customer, Bank Account, Fixed Asset, Item, IC Partner)

Do you allocate journals or document lines based on a percentage, to different accounts, departments, projects, or a combination of dimensions?

Allocate journal lines and document lines to:

Dimensions
G/L Accounts
Vendors
Customers
Bank Accounts
Fixed Assets
Items
IC Partners
Any combination of the above

After installation, the Allocate button becomes available in the following journals and documents:

General Journal
Sales Journal
Purchase Journal
Cash Receipt Journal
Payment Journal
IC General Journal
Job G/L Journal
Fixed Asset G/L Journal
Purchase Quote
Purchase Order
Purchase Invoice
Purchase Credit Memo
Blanket Purchase Order
Purchase Return Order
Sales Quote
Sales Order
Sales Invoice
Sales Credit Memo
Blanket Sales Order
Sales Return Order

Additional Features:

Update allocated lines with new values
Assign custom dimensions to the allocated lines, or keep the dimensions from the original line
Select one or multiple lines to allocate
Remove the original lines, or keep them after the allocation is complete
Flip the sign of the amount on the allocated lines

We can customize this add-on to allocate ANY data your organization uses within Dynamics 365 Business Central.

Click the Free Trial button, or contact us at info@lighthouseexperts.com for a demo!

Lighthouse Experts Group is a US-based partner with over 15 years of experience implementing and customizing Microsoft Dynamics products.

Supported Editions:

This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries:

Australia
Austria
Belgium
Canada
France
Germany
Italy
Mexico
Netherlands
New Zealand
Spain
Switzerland
United Kingdom
United States
Indonesia
Malaysia
Singapore
South Africa
United Arab Emirates

Journal Allocation Tool

Autor: Lighthouse Experts Group