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

Distributing Transaction Lines in Purchase Requisitions

When distributing transaction lines in a purchase requisition, 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 requisitions.

Important:

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

To distribute transaction lines in a purchase requisition:

  1. Go to Transactions > Purchases > Enter Requisitions.

  2. Enter the required values in the Primary Information section when entering purchase requisitions. For more information, see Entering a Requisition.

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

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

    • Distribution Type

    • Rate Type

    Note:

    If a default distribution template is assigned to the vendor, the Default Distribution Template field will be populated.

  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. Click the Items subtab.

    To add items on a purchase requisition, see the Items section of Entering a Requisition.

  6. 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.

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

  8. Click Save.

The purchase requisition will generate a journal entry after its purchase order is converted to a vendor bill.

For more information about purchase requisition in general, see Requisitions.

Related Topics

General Notices