To Allocate Sales Transactions

1. Open the Sales Ledger folder and then click Processing or click the Financials tab and then click Sales Ledger - Processing on the Ribbon Bar.

2. Retrieve the customer record for which you want to make allocations, click Action and then click Allocate. The Allocations form appears.

3. Click to select the transaction you want to allocate, dispute or release.

4. Click Action and select the action you want to take.

5. Click OK.

Allocations can also be processed at the time you post a sales receipt or refund, provided the On Account option is not selected on the transaction header form.