Ideas for Acumatica

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Ability to Auto-release Reversed Project Allocations from Allocation Rule

In the Project Allocation Rule on the Allocation Settings tab, you can specific when to reverse the allocation.  However, the Project Transaction created for the allocation reversal is left in Balanced state, which can leave your Project Balances skewed until they are released.  It would be nice to have the option of have those allocation reversal transactions automatically released.

  • Carol Polino
  • Mar 13 2019
  • Already exists
  • Attach files
  • Carol Polino commented
    March 15, 2019 16:31

    Awesome! Thank you for the explanation!

  • Admin
    Feedback Admins commented
    March 15, 2019 15:53


    I've reviewed the case.

    If an allocation rule is configured to create allocation reversal transactions On Project Billing, the system creates them on release of pro forma invoice and they are always created with the Balanced status, because the AR invoice is created with the Balanced status and might be changed, so that allocation reversal transactions might need a change too. Therefore in this scenario the "Automatically Release Allocations" setting is ignored.

    If you change the allocation rule to created allocation reversal transactions On Invoice Release, this makes the system create the reversal transactions on release of AR invoice, and in this case they will be automatically released as long as the project preferences option is ON.

    Hope this helps.


  • Carol Polino commented
    March 15, 2019 15:20

    It doesn't work..  Support told me to make the request in this forum.

    See Case #096352

  • Admin
    Feedback Admins commented
    March 15, 2019 15:12

    Hi Carol,

    You can turn on Automatically Release Allocations option on Project Preferences PM101000.

    Best regards,