We understand your challenges
The module generates and posts cost allocations directly to the general ledger and to project transactions.
The module generates an unposted financial journal with the cost breakdown ready.
You define non-financial keys (a kilometre, an hour, a metre) and allocate costs by them.
You define any number of allocation algorithms and formulas.
The module runs multi-stage calculations in a defined order.
The module writes the calculation results straight into selected tables, for example costing sheets.
Cost allocation ends with a posted entry, not just a report.
The journal goes straight to approval, without retyping by hand.
Costs are allocated by actual consumption, not just an accounting entry.
You allocate each type of cost by the logic that suits it.
Complex allocations run in a single run, not step by step.
The data is ready for further analysis without extra gathering.
Defining allocation algorithms and rules
You define any number of algorithms and cost-allocation keys, along with the formulas by which the allocations run. Separately, you configure the ranges of accounts included in a specific allocation definition, the ranges of financial dimensions, and the variance indicators.
Automating cost allocation and posting
The module generates cost allocations and reallocations, posting them both to the general ledger and to project transactions. The result is an unposted financial journal with the cost breakdown ready, instead of manual export and retyping.
Allocations by business and non-financial keys
You allocate costs by the source main account and financial dimensions, but also by non-financial keys, a kilometre, an hour, a metre. Account balances are reallocated by the proportion of materials consumed, not just by book value.
Multi-stage calculations and results ready for analysis
You define the order of calculations by set stages and build compound sets made up of several calculations run according to defined logic. The results go straight into selected tables, for example costing sheets or rate tables, ready for further analysis and financial reporting.
Products that help us drive change
We don't just deploy standalone applications; we implement a cohesive suite of Microsoft solutions—from Dynamics 365 and the Power Platform to advanced analytics and AI—tailored to your specific goals. Everything runs on a unified data foundation, meaning information entered once works across your entire organization, while AI supports your processes exactly where the work happens.
A clear, structured path for change in your company
Switching systems doesn't have to mean chaos. We guide you through four simple steps, ensuring that at every stage, you know exactly what is happening, why it’s happening, and what comes next.
Needs analysis
We get to know your situation, processes, and goals. Together, we determine what needs to change and how we will measure the success of that change.
Choosing the right solutions
We recommend the scope, path, and variant, always starting with standard options. You make your decisions based on facts, not assumptions.
Roadmap
Schedule, budget, roles, and decision gates. Everyone knows who is responsible for what and when decisions are made.
Implementation and monitoring
We implement in stages, incorporating testing and risk management, and once live, we stabilize the system and transition to ongoing support.
Wondering whether this would work for you?
Becker Manufacturing: ERP transformation
BUUK Infrastructure: migration to Microsoft Dynamics 365
Microsoft Dynamics 365 Finance development for Eton Shirts
A central Microsoft Fabric analytics platform for CTDI
An outdoor advertising management system for Exterion Media
Microsoft Dynamics 365 Sales implementation for Georg UTZ
WPP
Westfield
TERG
S&P Reinforcement
Saller Polbau
OSTP Group
Nicols
New Yorker
NCC
Microsoft Dynamics 365 modernisation for a global advertising holding
Let's see how Dynamics 365 can transform your business
We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.
See other proprietary solutions
ADF - ANEGIS Document Flow
Gather invoices, contracts, and shipments from email, KSeF, and EDI in one system, where AI and OCR read them automatically and route them for approval.
ANEGIS JPK
Generate JPK_KR_PD and JPK_ST_KR files directly from the Dynamics 365 general ledger, in line with Ministry of Finance guidance.
AHH Banking
Make transfers and import MT940 statements without logging into online banking, with automatic transaction matching in Dynamics 365.
AMS - ANEGIS Monitoring Services
Monitor the availability, performance, and data consistency of Dynamics 365 and respond to problems before they halt the system.
ANEGIS StorageTrim
Remove redundant data, unused indexes, and excess on sandboxes to bring F&O database consumption down to a safe threshold, instead of buying capacity.
Polish Localisation Pack
Download NBP exchange rates, counterparty data from GUS, and VAT status from the Ministry of Finance and VIES automatically, straight into the system where you post.
ANEGIS KSeF
Send and retrieve KSeF invoices straight from Dynamics 365 or AX, with validation and a full confirmation cycle in one system.
OPAA - On-Premises ANEGIS App
Pull data from files, FTP, SQL databases, and ESB buses into Dynamics 365 through one mechanism, with full transmission confirmation.
AGA - ANEGIS Generative Assistant
Turn quote requests from any channel and format into ready quotes, created automatically from the data in your systems.
AWM - ANEGIS Workforce Management
Guide an employee from recruitment, through onboarding and development, to offboarding, with the stages visible to HR, the manager, and the employee.
AMOS - ANEGIS Motivation System
Translate company goals into concrete metrics for departments, teams, and employees, so everyone knows exactly what they are rewarded for.
FAQs
How does the module differ from the standard cost allocation mechanism in Dynamics 365?
Standard Dynamics 365 lets you report indirect costs but not post or repost their allocations. The module generates cost allocations and posts them directly to the general ledger and to project transactions, closing the process with a posted entry, not just a report.
Which companies is the module for?
Primarily for manufacturing and service companies, but it works anywhere indirect costs, employee rates, or warehouse space are allocated.
What are non-financial keys and how do they work in allocations?
They are units outside standard book value, a kilometre, an hour, a metre, by which the module distributes costs. They let you allocate costs based on actual resource consumption, not just an account entry.
Can you define a multi-stage allocation?
Yes. You define the order of calculations by set stages and build compound sets made up of several calculations run according to defined logic, in a single run.
Where do the allocation results go?
To selected tables in the system, for example costing sheets or rate tables, ready for further analysis and financial reporting, without any extra export.
Let's talk about your project
Let us know what you're looking for: implementation, migration, system development, or a specific question you need answered. We’ll get back to you with a concrete next step, not a sales pitch.
