Create and assign a cost allocation policy to a cost control unit

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Use this procedure to create and assign a cost allocation policy and the corresponding rules to a cost control unit. This recording uses the USP2 demo data company.

Create a policy

  1. Go to Cost accounting > Policies > Cost allocation policies.
  2. Click New.
  3. In the Policy name field, type a value.
  4. In the Cost object dimension hierarchy field, enter or select a value.
    • Select Organization.
  5. In the Statistical dimension field, enter or select a value.
  6. Click Save.

Create allocation rules

  1. Click New.
  2. In the list, mark the selected row.
  3. In the Cost object dimension hierarchy node field, enter or select a value.
  4. In the Cost behavior field, select 'Total'.
  5. In the Allocation base field, enter or select a value.
  6. Click New.
  7. In the list, mark the selected row.
  8. In the Cost object dimension hierarchy node field, enter or select a value.
  9. In the Cost behavior field, select 'Total'.
  10. In the Allocation base field, enter or select a value.
  11. Click New.
  12. In the list, mark the selected row.
  13. In the Cost object dimension hierarchy node field, enter or select a value.
  14. In the Cost behavior field, select 'Total'.
  15. In the Allocation base field, enter or select a value.
    • Continue until you've created all the rules.
  16. Click Save.

Assign the policy to a cost control unit

  1. Click Policy assignments for cost control unit.
  2. Click New.
  3. In the list, mark the selected row.
  4. In the Valid from accounting date field, enter a date.
    • The rules are date-effective. A user or the system can expire the rules if a newer version is created.
  5. In the Cost control unit field, enter or select a value.
  6. Click Save.