Distributing Transaction Lines in Sales Orders

To distribute transaction lines in a sales order:

1. Go to Transactions > Sales > Enter Sales Orders.

2. Enter the required values in the Primary Information and Sales Information sections when entering a sales order. For more information, see Creating Sales Orders.

3. In the Classification section, from the Default Distribution Template list, select a distribution template to be applied to the sales order.

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

   • Distribution Type

   • Rate Type

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

5. On the Items subtab:

   1. From the Item list, select an item.

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

   3. In the Amount field, enter an amount.

   4. Click Add.

   5. 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.

   6. (Optional) To create a line-level distribution rule for this item line, click Enter Quick Distribution. For further instructions, see Applying Quick Distribution Rule.

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

6. Click Save.

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