Distributing Transaction Lines in Invoices

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

Only users assigned with Custom CFO and Custom A/R Clerk roles can distribute lines and apply distribution templates to invoices.

Important:

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

Go to Transactions > Sales > Create Invoices.
Enter the required values in the Primary Information and Sales Information sections when creating invoices. For more information, see Creating an Invoice.
In the Classification section, from the Default Distribution Template list, select a distribution template to be applied to the invoice.

The following fields will be populated based on the distribution template selected:
- Distribution Type
- Rate Type
(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.
Click the Items subtab.

To add items on an invoice, see Adding Items on a Sales Transaction.
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.
(Optional) To create a line-level distribution rule for this item line, click Enter Quick Distribution. For further instructions, see Applying Quick Distribution Rule.
Click Save.

For more information about invoices in general, see Invoices.