Monday, January 14, 2019

Transactions > Financial > Create Allocation Schedules > Missing Department/Class column

Scenario:

  • Departments / Classes are enabled under Setup > Company > Enable Features > Company tab
  • User is unable to view Department/Class column under Transactions > Financial > Create Allocation Schedules 

 

 

Solution:

        User needs toenable Allow Per-Line Departments / Allow Per-Line Classes for Expense Allocation to source and targetDepartments / Classes for each individual transaction line item

        Navigate to Setup> Accounting >Accounting Preferences General tab

        Mark AllowPer-Line Departments / Classes = True under the Classifications portlet

        Hit Save

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