Simple Allocation – app for D365 Business Central

Automate and simplify the process of booking costs and revenues based on allocation keys in Microsoft Dynamics 365 Business Central.
Eliminate manual amount calculation.
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Why Simple Allocation?

Cost and revenue control as well as their detailed analysis are very important for every company. Enterprises working with Microsoft Dynamics 365 Business Central often use Dimensions to increase analytical and reporting capabilities. However, booking transactions taking into account sometimes a few or a dozen dimensions becomes a challenge.

Simple allocation is a functionality that is based on user-defined allocation keys and will allow user to automatically split the line amount of a document or journal when posting according to specific criteria.

 

Simple allocation allows:

– basing the division of amounts into user-defined sets of dimensions,

– creation of multiple allocation keys and their multiple use,

– enabling and disabling specific allocation keys,

– checking the correctness of posting – even if the dimensions of the journal/document line were changed, the dimensions from the allocation are overriding dimensions from line.

– streamlined and repeatable posting  process – cost/revenues amounts divided into many criteria (user no longer need to divide amounts manually and create multiple lines with manual assignments of specific dimensions).

To set up this app follow those steps:

1. Open Assisted Setup window and choose ‘Set up Simple Allocation’ form the list.

Open Assisted Setup window

2. Wizard window will appear. Choose Next to go to next wizard window.

Wizard window will appear.

3. Indicate e-mail address – it is necessary to finish registration procedure.

Indicate e-mail address

4. Check if all Company information are correct. If not – stop the Wizard, go to the Company Information window, correct the data and start the Wizard once again.

5. Choose Finish to end Wizard and save setup data.

Finish

Introduction

Acrebit S.A. (“Company” or “We“) respect your privacy and are committed to protecting it through our compliance with this policy.

Please read this policy carefully to understand our policies and practices regarding your information and how we will treat it within this Application (“App” or “Add-in“). If you do not agree with our policies and practices, do not download, register with, or use this App. By downloading, registering with, or using this App, you agree to this privacy policy. This policy may change from time to time. Your continued use of this App after we make changes is deemed to be acceptance of those changes, so please check the policy periodically for updates.

Information Collection and Use

This App does not collect or store any private or personal information from you or your device.

Information Transmission

This App does not transmit any personal or private information with the following exception:

  • To ensure valid Add-in license we use the AppSource License Verification Web Service to validate the Add-in license token provided to us from your office application.

For more information about Add-in licensing see: https://docs.microsoft.com/en-us/office/dev/store/how-licenses-work

For more information about the license token see: https://docs.microsoft.com/en-us/office/dev/store/add-in-license-schema

Third-Party Information Collection

Except for the AppSource License Verification Web Service, we do not supply any third party service with any information.

Application Hosting

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For more information see: https://azure.microsoft.com/en-us/support/legal/

Changes to Our Privacy Policy

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The date the privacy policy was last revised is identified at the top of the page. You are responsible for ensuring we have an up-to-date active and deliverable email address for you and for periodically visiting this privacy policy to check for any changes.

Contact Information

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