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Create Allocation Schedule that use the source name on destination

edited Jun 2, 2025 2:23PM in Ask A Guru 3 comments

Hi,

I need to create an allocation schedule that takes all revenue that is on one specific class and then divide all transactions into two other classes. I prefferably would like to keep all other segments i.e. Name, Department the same as the source.

Right now, the allocation source line gets all the same information as the original, but the destination has lost the Customer Name and the Department.

Is it possible to do this with Allocation Schedules? My other route would be to create a custom GL-plugin that re-books all lines that end up on these specific classes.

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