Distribute (Allocate) a Purchase Request
You can specify distributions at the line item level, so that you can allocate the cost of the purchase accurately. In addition, if you want to apply the same distributions to all line items, you can specify the distributions once and apply it to all line items.
To allocate a purchase request:
- Open the desired purchase request.
- On the Request page, select one or more itemizations that you want to distribute between departments.
- Click Distribute > Distribute Selected Items. The Distribute Selected Items page appears.
- Click Distribute By and select to distribute the allocation by amount or by percentage.
- Click Add. The total is now evenly spread between the number of allocations (you may adjust these manually, but the percent must equal 100 or the amount the overall total, excepting tax and shipping before you can proceed).
- Complete all required fields and the optional fields as directed by your company. (Your company defines the fields that appear on this page.)
- Click Save.
