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Unable to Allocate (in Finance) because account is part of Account Group

jhouser
Captain II
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I am trying to set up an Allocation (in Finance) involving accounts that are members of Account Groups. These accounts require a project to be specified in a journal entry, and in this case we would want to use X (non-project code). When we Run Allocation it errors when trying to save the GL batch, because non-project code isn’t specified by default. Text of error is below, followed by screenshot. Has anyone run into this issue? 

Hoping this could be solved without customization. Would be unfortunate if accounts used in Account Groups can’t be used in a finance Allocation. 

Error: Inserting  'GL Transaction' record raised at least one error. Please review the errors. Project is Required but was not specified. Account '6330' used in the GL Transaction is mapped to Project Account Group.

 

 

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    iqraharrison
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      iqraharrison
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      chidao

    6 replies

    J
    Freshman II
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    We are having the same problem. Until Acumatica fixes this, I would think the only workaround would be additional GL accounts that are not in Project Account Groups - unfortunate, for sure.

    iqraharrison
    Chris Hackett
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    • iqraharrison
      iqraharrison
    • Chris Hackett
      Chris Hackett
    jhouser
    Captain II
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    • jhouser
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    • May 21, 2024

    @jmcclelland95 I have a support case open with Acumatica. It’s in development, so they are investigating a fix. 

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    iqraharrison
    Chris Hackett
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      jmcclelland95
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      iqraharrison
    • Chris Hackett
      Chris Hackett
    J
    Freshman II
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    Have you determined a workaround other than additional GL Accounts?

    iqraharrison
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    • iqraharrison
      iqraharrison
    iqraharrison
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    • iqraharrison
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    • 555 replies
    • May 21, 2024

    @jhouser the GL allocations functionality isn’t currently compatible with the projects module: 

    this would be a good idea to post on the ideas forum!

    you could also try using allocations in the projects module but I know there are some key features that are different so i am not sure that will help but it might be worth a peak!

     

    good luck!

    Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
    Chris Hackett
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    • Chris Hackett
      Chris Hackett
    jhouser
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    • jhouser
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    • 107 replies
    • May 21, 2024

    @jmcclelland95 No, we’re just waiting on the potential change. 

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    Chris Hackett
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    • Chris Hackett
      Chris Hackett
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    Freshman I
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    Ok, very disappointing that the feature does not Project Accounting.  I have another client that needs this.

     

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