Allocation Code added to Standard Purchase/Sales Card

Modified on Fri, Aug 29 at 3:18 PM

Business Value

Users can now setup Recurring Purchase or Sales lines with Allocation Codes. Allows the recurring lines to automatically be allocated based on the setup of the Line Allocation Card.

Feature Details

To use this feature, users will first need a Line Allocation code setup. Additional information on Line Allocations can be found here - Line Allocations


Then from the Standard Purchase or Sales Code Card, select the Allocation Code.


This code will then default from a Recurring Purchase or Sales Line.



Additional information on Recurring Purchase or Sales Lines can be found on Microsoft Learn - Creating recurring purchase lines

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article