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Question

Project Allocation post to wrong period after change in Date Source Configuration


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Hi All, 

I have changed the allocation rule configuration>Date Source from original transaction to Allocation Date. We have existing automation schedule for this. So, what we do is we turn off the automation schedule 10/31/2023 and change the date source configuration and turn on the automation 11/1/2023.

I expect to post the allocation on the period when I run the allocation. Which is 11-2023 but there are some transactions that has been posted to 10-2023 period as screenshot shows. 
 

These transactions are from 10/31/2023 then the allocation automation runs at 11/01/2023. I expect that since I have changed the allocation date configuration to “Allocation Date”, these will post to 11-2023 period since the allocation runs 11/01/2023.

Does the transaction previously created and posted already before the change in configuration carries the previous configuration?

Appreciate any insights on this.

Thank you very much. 


Regards, 
Anne Samson

 

2 replies

iqraharrison
Captain II
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  • Captain II
  • 525 replies
  • November 7, 2023

@ASamson21 could you share the allocation rule steps and calculation rules?


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2640 replies
  • December 13, 2023

Hi @ASamson21 were you able to find a solution? Thank you!


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