can we import allocation schedule?
# ask-stanley-ai
j
can we import allocation schedule?
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that it is possible to create multiple allocation schedules in bulk via a script. You can create a CSV file and consume the CSV file to create the records. However, it's important to note that if the number of allocation schedules is not very large (like ~80), it might be faster to manually key them in instead of going through the development process. In terms of scripting the creation of allocation Journal Entries (JEs) from allocation schedules, it seems to be possible but only if the approval routing is enabled for journal entry. However, transforming to JE from allocation schedule directly might not work. As for the implementation of allocation schedules for both expense and income, it's part of the Advanced Financials module. The implementation time largely depends on the exact criteria. Once you have the criteria, you can create the schedules, and then from schedules - actual journals. If dynamic allocations are required, it might involve more work in creating the search according to this dynamic criteria first. It's also mentioned that you can have an EXPENSE allocation with income as long as you have some expenses to allocate on the same allocation. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841674805
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829528868
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819152832
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