Distribution set form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Field descriptions for the Distribution set form, organized by section, for configuring automatic cost allocation across invoice lines.

    Table 1. Distribution set form
    Field Description
    Distribution set for cost allocation and ledger account
    Number Auto-populated number of the distribution set.
    Name Unique name of the distribution set.
    Template You can choose to select the template if you want the AP specialist to apply the distribution set without entering percentage value.
    Description Short description of the distribution set that you want to apply.
    Active The check box is enabled if the percentage is allocated in the distribution set sums to 100 percent. By default, this is grayed out.
    Order Order in which the distribution set must be applied to the invoice line.
    Effective from Date from which the distribution set is active.
    Effective to Date by when the distribution set must be deactivated.
    Filters Conditions or rules that are configured. Example: Supplier tax is $ 100USD.
    Distribution Lines
    Distribution set Auto-populated number of the distribution set.
    Allocation type Cost split across allocation type cost center or general ledger.
    Cost center Cost center for which the distribution set is applied.
    Allocation percentage Percentage cost that is split across cost centers.