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

  • February 19, 2024
  • 4 replies
  • 105 views
J
Varsity I
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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.

 

 

Best answer by junmao01

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

    Laura03

    4 replies

    Laura03
    Captain II
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    • Laura03
    • Captain II
    • February 19, 2024

    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

    ~ Laura Barber, WM Synergy
    Chris Hackett
    J
    Varsity I
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    • junmao01
    • Author
    • Varsity I
    • February 22, 2024

    @Laura02 

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

    Chris Hackett
    Community Manager
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    • Chris Hackett
    • Acumatica Community Manager
    • April 1, 2024

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

    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
    J
    Varsity I
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    • junmao01
    • Author
    • Varsity I
    • Answer
    • April 1, 2024

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

    Chris Hackett
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