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Report page · General ledger

Allocation rules definition report

A report that shows the setup of ledger allocation rules.

Used by
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Business process
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Menu item
Output:LedgerAllocationRuleTableReport
Main table
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Data entity
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Setup steps
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Show what matters for

Everyone

1What it is and why

What it isA report that shows the setup of ledger allocation rules.
What you do hereUsed to print allocation rule details such as the description, start and end dates, allocation method, data source, journal name, and accounts and dimensions.
Example—
Allocation rules definition report page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathGeneral ledger › Allocations › Allocation rules definition report
Set up firstLedger allocation rules Microsoft Learn ↗
Used next by—
Related pages—

End user · Functional consultant

3How to do it

Microsoft's steps

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Field guide

FieldWhat it meansWorked exampleTable column
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Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per company—
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemOutput:LedgerAllocationRuleTableReport Checked in Dynamics 365
FormSysOperationTemplateForm Checked in Dynamics 365
Table—
Data entities—
Who can open it—
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=Output:LedgerAllocationRuleTableReport
Integrate with—
Table definition—

Everyone

8Sources and checks