Enable transaction allocations

Transaction allocations provide a way to distribute transaction amounts across multiple dimensions—such as departments, locations, projects, or classes—automatically. Automatically allocating amounts based on a preset definition saves time and increase accuracy for routine transactions, such as rent allocated across locations or utilities allocated across departments.

Enable transaction allocations in the applications where you will use them:

• Accounts Payable: AP supplier invoices and recurring AP supplier invoices
• Accounts Receivable: AR sales invoices and recurring AR sales invoices
• General Ledger: Journal entries and recurring journal entries
• Purchasing: Transactions with the appropriate transaction definitions

Enable for Accounts Payable, Accounts Receivable, and General Ledger:

Enable transaction allocations on the application's configuration page.

For example, to enable transaction allocations for AP supplier invoices and recurring AP supplier invoices in Accounts Payable, go to the Configure Accounts Payable page and select Enable allocations.

Enable for Purchasing:

Additional steps are required to enable transaction allocations for Purchasing. To learn how, see setting up transaction allocations in Purchasing.

Next step: Create a transaction allocation definition