Support for General Accounting Units

[mhatfoodcorps]

Greetings, I am interested in creating a General Accounting Units Allocation record whenever a transaction is processed would this require us to create a process builder or could this be customized within the C&P settings. Let me know if you have any questions and hope it helps.

[CnP.Support.AM]

Good day @mhatfoodcorps

Yes, we do have an feature called C&P General Ledger in which you may create Allocations. First you need to add an Account and create the Classes and Sub-Classes:

Add Account:


create the Classes and Sub-Classes:


and based on the SKU you may assign the "Allocation" and "Opportunity Allocation" to the opportunity:



Once you processed the Transaction, if SKU matches it will assign the Allocations to the Opportunities. Example see below:

Allocations:


Opportunity Allocations:


Hope that helps.