1. SuiteApps
  2. Transaction Line Distribution
  3. Supported Transactions in Transaction Line Distribution
  4. Distributing Transaction Lines in Purchase Orders

Distributing Transaction Lines in Purchase Orders

When distributing transaction lines in a purchase order, you have the option to use a distribution template for easier distribution calculation.

Only users assigned with Custom CFO and Custom A/P Clerk roles can distribute lines and apply distribution templates to purchase orders.

Important:

You must first ensure that Purchase Order is enabled in the transaction distribution preferences. For more information, see Setting Up Transaction Distribution Preferences.

To distribute transaction lines in a purchase order:

  1. Go to Vendors > Purchases > Enter Purchase Orders.

  2. Enter the required values in the Primary Information and Classification sections when entering a purchase order.

    For more information, see Entering a Purchase Order.

  3. In the Intercompany Management section, in the Dist. Default Template list, select a distribution template to be applied to the purchase order.

    The following fields will be populated based on the selected distribution template:

    1. Dist. Type

    2. Dist. Rate Type

  4. To disable the line level distribution template or quick rule and have all transaction lines be based on the default distribution template, check the Disable Line Dist. Rule box.

  5. Click the Items subtab.

    If you use multiple currencies, the current exchange rate for this vendor's currency appears in the Exchange Rate field.

    1. From the Item list, select an item to add.

    2. In the Quantity field, enter the quantity of the item.

    3. To apply a distribution template for an item line, select a template in the Line Dist. Template field. The field lists the templates based on the values selected in the Distribution Type and Rate Type fields in the Primary Information section.

    4. (Optional) To create a line-level distribution rule for this item, click Enter Quick Distribution.

      For further instructions, see section Applying Quick Distribution Rule.

    5. (Optional) To exclude a line from getting distributed, check the Line Dist. Exclude box.

    6. For each item you want to add, repeat the steps 5(a) to 5(d).

  6. Click Save.

  7. To see the summary of the purchase order’s distribution according to the selected distribution template, on the Distribution List subtab, click Items subtab.

Related Topics

General Notices