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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Oct 1, 2024 |
Business value
To make data entry efficient and reduce errors for recurring types of posting, use allocations to set how to distribute revenue for transactions or cost amounts across G/L accounts and dimensions. Use allocation keys on cash desk document lines.
Feature details
Use allocation keys to automate the distribution of revenue or cost transactions in journals, sales documents, purchase documents, and newly created cash desk documents. Allocation keys trigger automatic G/L entry postings and allocations across different accounts and dimensions.
For example, use allocation keys to automate postings related to payroll overhead. When you post total salary expenses at the end of the month, use automatic account codes to assign a percentage of the total salary to post automatically as overhead expenses. Or, use headcount per department to distribute the cost to the department-related dimension.
Define your allocation keys based on:
- Fixed amounts
- Variable amounts (balance, net change)
- Statistical accounts (non-financial quantities you track through the Statistical Accounts feature)
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