Solved

How to use User Defined Field in the Project Allocation Rules formula

  • 19 February 2024
  • 4 replies
  • 44 views

Userlevel 2
Badge

I create a user defined field UsrMarkupPct in PMCostBudget. How can I user this field in the Allocation Rules formula?

I tried Amount Formula = =[PMTran.Amount] * (1 +[PMBudget.UsrMarkupPct] / 100)

But it doesn’t work.

 

 

icon

Best answer by junmao01 1 April 2024, 23:28

View original

4 replies

Badge +18

Hello,

I have successfully used Attributes in Allocation Rules.  I understand, you are using a UDF field …. somewhat different.  I hope the example is similar enough to be helpful to you:

 

If this doesn’t answer your question, can you explain what “It doesn’t work” means in more detail, and show an error?

Thanks!

Laura

Userlevel 2
Badge

@Laura02 

I tried PMBudgetExt.UsrMarkupPct, but get error message PMBudgetExt not found.

Userlevel 7
Badge

Hi @junmao01 were you able to find a solution? Thank you!

Userlevel 2
Badge

No. I end up with a customization that overwrite the method CalculateFormulas in the PMAllocator graph.

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved