Copy allocation (form)

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

Use this form to copy an existing allocation profile from the specified main account to the current main account.

Allocations can be made from the Chart of accounts form or from the Budget allocation terms form. From the Chart of accounts form, you select the account to allocate from. When you allocate from a budget account, you select a budget allocation term that has already been defined.

Open the form

1. Click General ledger > Setup > Chart of accounts > Chart of accounts.

2. Double-click the main account to copy the allocation profile to.

3. Select the Allocation check box.

4. Click Allocation terms to open the Allocation form.

5. Click Copy.

Navigating the form

The following table provides descriptions for the controls in this form.

Fields

See also

Allocation rule (form)

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