Vendor Default Distributions

You can establish default debit account distributions for a vendor under the Default distributions tab on the vendor record. You designate the debit accounts, the percent to distribute to each account, and whether to further classify the distributions using projects or transaction codes. To save time, you can then load this default information on invoices and credit memos as you create them.

You add vendor default distribution information when you add the vendor. You can also add and edit default distribution information on an existing vendors under Default distributions by selecting Edit.

  1. Under Default distributions on the Add or Edit vendor form, select the debit account and enter a percent for the distribution.

  2. Next select the projects, grants, and transaction codes for the default distribution.

  3. To apply an account distribution set, make your selection and click Apply to distributions. Account distribution sets allow you to split an amount you have assigned to an account over several projects and transaction codes.

    4. Tip: To save time entering distributions, select More, Apply account distribution set. Distribution sets default the information you need in the line instead of selecting data in each column. If you split the distribution, select the icon in the Split column and then select More, Apply project distribution set to also save time entering splits.

  4. Click Add distribution.

You can edit and delete vendor distributions from the vendor edit page. To edit a vendor distribution, select the account number in the Distributions grid to expand the row.

To delete a vendor distribution, select the checkbox next to the distribution row you want to delete and select Delete row. You can also select Delete all distributions to remove all distribution at one time.