Financial Management - PSFT (MOSC)

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Setup Allocation to copy amount from one account to another

edited May 8, 2019 5:05AM in Financial Management - PSFT (MOSC) 3 commentsAnswered

We would like to Setup Allocation to copy amount from one account to another. We have setup it but issue is that it takes all posted entries of different journal date and create single journal entry into current period with journal date when we run the allocation. As we have selected "PER" timespan in Target and "YTD" in Pool.

   But we want to create journals (using allocations) as per journal date and post in the same period as of journal date.For example:

 

1. For the journals with journal date 31-Aug-2018, it should create a journal entry(sum all) in the same period with same journal date using allocation.

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