Period allocation transactions (form) [AX 2012]

Updated: May 24, 2011

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 > Setup > Periods > Period allocation categories. Click Lines.

Use this form to define allocation percentages for each period and to create the lines for the periods in the period key that you selected in the Period allocation categories form.

The Remaining percentage field is updated as you create lines so that you can see when 100 percent has been reached.

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




Create and view lines for the periods that are included in the selected period key.


View the Overview tab information for the selected line.

Financial dimensions

The financial dimensions that were set up in the Financial dimensions form.



Remaining percentage

The percentage that has not yet been allocated.


Enter or change the line. Each number corresponds to a column in the Period allocation categories form.


Select the unit for the current line.

Allocation percentage

Enter the individual allocation for the current line as a percentage of the total amount. To view the updated information, press F5 in the Period allocation categories form.

Period key

The current period key that was selected in the Period allocation categories form.

Default financial dimensions

The default financial dimensions for the line that is selected on the Overview tab.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).