Allocation rule (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click General ledger > Common > Main accounts. Select a main account. On the Action Pane, click Edit. Select Companies in the Select the level of main account to display field and then select a legal entity in the Companies field. Select the Allocation check box. Click Allocation terms.

Use this form to create and manage allocation terms for an account. You can set up allocation terms by percentages. After all of the lines are calculated and allocated, any remaining amount is posted to the selected account.


This topic includes information about financial budgets. For information about allocating budgets for projects, see Allocate a project budget or budget revision across periods.


In your organization, 10 percent of the revenue that is posted on every sales order must be allocated as a royalty payment. You set up an allocation term that allocates 10 percent of every posted sales line to a royalty account.

You also have to share the rent expense evenly between two departments. You set up the account for the rent expense by using a ledger posting to one of the department dimension values. Then you set up an allocation term for the account, and indicate that 50 percent of each entry is posted to the other department dimension value.

The following tables provide descriptions for the controls in this form.




Source financial dimension criteria

Select the financial dimension values to allocate from.

Destination ledger account

Select the financial dimension values to allocate to.





Copy an existing allocation profile from another account to the selected account.




Total Percent

The total of the percentages that are allocated on the lines to other accounts or financial dimension values when you enter allocation terms.

From main account

Select or view the main account to allocate to when source documents are created automatically.


Enter the percentage of the amount to allocate to the specified account.

Selection criteria

Select the criteria for the financial dimensions that you are allocating from. If you select Specific for a financial dimension, you also must select a dimension value for that financial dimension.

To account

Select the main account to allocate to. Then, either select a financial dimension value or select the Keep transaction financial dimension check box for each financial dimension.

Keep transaction financial dimension

Select this check box for each financial dimension to use the original transaction dimension when the selection criteria are not specified.

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