Allocation Rule Conditions

  • 29 January 2024
  • 2 replies
  • 58 views
H
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Userlevel 4
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Hello all,

i have been working on Allocation rules. And I have a scenario where I would like to post the Project Allocations based on different Account groups. So it is like,

if the LABOR A/c group is run then the allocation rule shall calculate the Amount as PMtran.Amount * 3 and if the COSOTH A/c group is run then the allocation rule shall calculate the Amount as PMTran.Amount. 
 

I have created the allocation rule as follows:

 

For Labor

So when an Employee time card is created the Allocation rule would run automatically.

Similarly for the Step ID = 20:

 

Another rule Account group

Now I want to create a separate transaction & GL posting for Step ID 10 & 110. How can I achieve that?

I have created an Unbilled AR rule that will calculate and post for Step ID 10. That is working fine as required. And now I created an Unbilled Travel rule that will calculate and post for Step ID 110 - for travel but it doesnt generate Project transaction & GL posting of type PM. It only generates of AP type.
 


Can anyone guide me out in this?

Thanks in advance.

2 replies

Heidi Dempsey
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Userlevel 7
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@Harry I notice you do not have Create Allocation Transaction checked, which is what drives creating the PM Transaction.  I also do not see an Amount formula.  On the GL Transaction you can drill down to View Source Document.  Please reach out to your VAR for assistance on Allocation rules.

H
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Userlevel 4
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Hey @Heidi Dempsey ,

this is what i have setup:
 

Now when I release Expense claim for an employee, my debit and credit accounts highlighted above are not getting affected. i am looking to get them affected once the expense claim is released. Or what alternative can we use instead of Expense Claim?

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