Ledger allocation basis source (form) [AX 2012]

Updated: February 9, 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 > Posting > Ledger allocation basis. Select a basis ID, and then click Basis.

Use this form to create an allocation basis source. An allocation rule can have a reference to an allocation basis rule, which defines how and in what proportion the source amounts are distributed to the various destination lines when the allocation rule has a Basis allocation method. An allocation basis rule can be used with many allocation rules.

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




Enter the legal entity, main account, and financial dimension information for the ledger allocation basis source.


View the Overview tab information for the selected ledger allocation basis source.




Select a basis legal entity to view allocation basis source information for.

Field setting

Select which part of an account to allocate from. You can select Main account or Financial dimension.

Financial dimension

Select the financial dimension to allocate from.


This field is available only when you select Financial dimension in the Field setting field.

Source criteria

Select the basis main account. You can enter wildcard characters to select all main accounts, or a specified range or list of main accounts.

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