Job page · General ledger

Process allocation request

The page that processes a ledger allocation rule and creates an allocation journal.

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Everyone

1What it is and why

What it is	The page that processes a ledger allocation rule and creates an allocation journal.
What you do here	Used to select an active ledger allocation rule, an as-of date, a zero-source option, a proposal option, and a GL posting date, and then create the allocation journal for review or direct posting.
Example	Select Proposal only so that the result can be reviewed and approved in Allocation journals before it posts.

Functional consultant · Solution architect

Business process	—
Menu path	General ledger › Allocations › Process allocation request
Set up first	Ledger allocation rules Microsoft Learn ↗
Used next by	Allocation journals Microsoft Learn ↗
Related pages	—

End user · Functional consultant

Go to General ledger > Allocations > Process allocation request.
In the Rule field, select the allocation rule.
In the As of date field, enter a date.
In the Zero source field, select Stop if the process should stop when the source amount is zero.
In the Proposal options field, select Proposal only to review the result first.
In the GL posting date field, enter a date.
Select OK.

Field	What it means	Worked example	Table column
As of date	Controls which ledger balances are included when the rule uses the ledger as its data source.Microsoft Learn ↗	—	—
Zero source	Stop halts the process with a message when the source amount is zero.Microsoft Learn ↗	—	—
Proposal options	Proposal only creates the journal for review and approval before posting.Microsoft Learn ↗	—	—
GL posting date	The date the allocation is posted to the general ledger.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Technical architect

Menu item	`Action:LedgerAllocationRequest` Checked in Dynamics 365
Form	`LedgerAllocationRequest` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	—
Actions on the page	—

Developer

Open it directly	`https://<your-environment>/?mi=Action:LedgerAllocationRequest`
Integrate with	—
Table definition	—

Everyone