Setup page · General ledger
Period allocation categories
A setup page where period allocation keys are defined for budgeting.
- Used by
- Accountant, Accounting manager, Accounting supervisor and 9 more roles
- Business process
- Allocate budget amounts over periods in Dynamics 365 Finance
- Menu item
LedgerAllocateKey- Main table
LedgerAllocateKey- Data entity
LedgerPeriodAllocationCategoryEntity- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | A setup page where period allocation keys are defined for budgeting. |
|---|---|
| What you do here | Used to define the percentages and dates that spread a budget amount across periods, for example when budget plan lines are allocated across periods. |
| Example | For example, if the fiscal year runs from July 1 to June 30 and the period allocation is Fixed, the amount is allocated from the current date through June 30. |
Functional consultant · Solution architect
2Where it fits
| Business process | Manage budgets › Allocate budgets › Allocate budget amounts over periods in Dynamics 365 Finance |
|---|---|
| Menu path | General ledger › Ledger setup › Period allocation categories |
| Set up first | Fiscal calendars Microsoft Learn ↗ |
| Used next by | Budget register entries Microsoft Learn ↗Budget planning allocation Microsoft Learn ↗ |
| Related pages | — |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Period allocation categories1 screen
Screen 1
Create the period allocation category
Go to General ledger > Ledger setup > Period allocation categories
- Select New
- Enter the period key and name
- Use Lines to spread the amounts by period
1Period key BEAT-EVEN Name Atlas demo even monthly spread 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Period key | — | BEAT-EVEN | — |
| Name | — | Atlas demo even monthly spread | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Period allocation categories | — | — |
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | LedgerAllocateKey Checked in Dynamics 365 |
|---|---|
| Form | LedgerAllocateKey Checked in Dynamics 365 |
| Table | LedgerAllocateKeyShown as “Period allocation key” in Record infoKey field: KeyChecked in Dynamics 365 |
| Data entities | LedgerPeriodAllocationCategoryEntityPeriod allocation categories Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain period allocation keys LedgerAllocateKeyMaintainView period allocation keys LedgerAllocateKeyViewDutiesInquire into general ledger policies LedgerGeneralLedgerPoliciesInquireEnable general ledger process LedgerGeneralLedgerProcessEnableInquire into general ledger policies RentalLedgerGeneralLedgerPolicieInquireEnable general ledger process RentalLedgerGeneralLedgerProcessEnable12 security rolesAuditorAuditPolicyManagerChief financial officer CompanyChiefFinancialOfficerInventory accountant InventCostAccountantInventory accountant clerk InventCostCostClerkAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental sales manager RentalSalesManager |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=LedgerAllocateKey |
|---|---|
| Integrate with | LedgerPeriodAllocationCategoryEntity data entity Microsoft data model ↗ |
| Table definition | LedgerAllocateKey columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/budgeting/budget-planning-overview-configuration
- https://aka.ms/BusinessProcessCatalog
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/ledger/group/ledgerallocatekey
- learn.microsoft.com/dynamics365/finance/budgeting/budget-register-entries
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.