How to create a Purchase Allocation

How to create a Purchase Allocation

Introduction to Purchase Allocations

The Purchase Allocation screen allows you to select unallocated transactions for a supplier account and allocate them, as long as the allocation balances to zero. This guide will show you how to create a purchase allocation with step-by-step instructions, and a detailed video.

Table of Contents

Steps on how to create a Purchase Allocation

Video walkthrough on how to create a Purchase Allocation

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