Entity Allocation Template Workflow

After setting up the standard Multi-Entity Management functionality, you can set up entity allocation templates, on the MEM Entity Allocationpage.

When creating a transaction, follow the steps in the Microsoft Dynamics 365 Business Central for creating the transaction and apply the entity allocation as follows: 

1. On the header of a transaction page, select the Allocation Template that you want to use as the default template for the items.
2. For each line item that you add, you can select to use a different template as needed.
3. For a line item, select the Line > MEM Allocation Template action to adjust the entity allocation template.

Any adjustments made to the template at the transaction level affect only the line for which you make the changes. The main template and other lines that use the same template are not affected.

When the transaction is processed, you can review the journal entries to see the allocation amounts.