Allocate Services on Invoice

Cause

Yes you can use the following steps to allocate the service to each line:

1. Go to Purchasing > Purchase Orders.
2. Create a Purchase Order with two item lines:
Item # 1
Quantity of 1
Unit Cost of 10.00
3. Fill in the General Ledger Debit Account:
Item #2
Quantity of 1
Unit Cost of 15.00
4. Fill in the General Ledger Debit Account.
5. Save and approve.
6. Go to Purchasing> Receiving.
7. Receive the two line items.
8. Receipt status is now completed.
10. Go to Purchasing> Invoices.
11. Create an invoice.
12. Enter the PO number from above.
13. Copy PO lines to the invoice line.
14. Select "New Row" for your service.
15. Select "Standard Service" FREIGHT
Quantity of 1
Unit Cost 30.00
16. Checked "Prorate Service" and save.
17. Go to the "Select Action" menu.
18. Select "Allocate Services".
19. Select the service line and the item lines.
20. Clicked on PRORATE the result is that it divides the 30.00 Dollar Cost depending on the Line Cost of the Lines to allocate (see the example below).
21. Approve the invoice.

Now looking at the Invoice Lines...
Line # 1 has a Prorated Cost of 12.00
Line # 2 has a Prorated Cost of 18.00
Line # 3 has a Prorated Cost of -30.00