Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

Dimensions allocation terms

The dimensions allocation terms are to identify the predefined distribution of the budget between financial dimensions, for example, the travel expense is distributed between departments (Sales & Marketing 40%, IT 20%, Client Services 10%, and Operations 30%). To create the dimensions' allocation terms, navigate to Budgeting | Setup | Basic budgeting | Budget allocation terms, as shown in the following screenshot:

Over the course of budget register entry preparation, the user could distribute the travel expense amount using Allocate to dimensions, navigate to Budgeting | Budget register entries, create a new record, ...