How_do_I_use_a_multiple_split_distribution_set_to_enter_a_purchase_order_2025.11_

How do I use a multiple split distribution set to enter a purchase order? (2025.11)

Use a multiple split distribution set to automate and standardize a complex allocation pattern. Instead of manually entering each line (detail) each time, the system uses the set to assign GL accounts, departments, projects, funds, and so on, and in what proportions. 

Multiple split distribution set applies to 

  • Purchase orders (this help topic)

  • Invoices

 

  • Set up the vendor with a multiple split distribution set. When you enter an invoice for the vendor, the system will use the default set to enter the invoice detail. (Modify Existing Vendors > Entry Defaults tab) [More]

 

1. Open Connect Accounts Payable > Purchases and Requisitions > Enter Purchase Orders. 

2. Enter the purchase order information. (Purchase Order tab)

  • GL period

  • PO number

  • PO date

  • PO type

  • Vendor

  • Remit to

  • Requisitions

  • Department

 

3. Set up the PO detail. (Detail tab)

  • Department

  • Shipping address

  • Required by

  • Job number

  • Inventory number

  • Part number. 

 

 

4. In the Description box, select the split distribution description. 

The system uses the split distribution description to look up the split distribution set and apply it to the purchase order. The default split distribution set will be the first option in the menu. 

The Split Distribution window shows the split distribution set. 

Split Distribution window

 

To use a different set, use the Split Distribution Set menu to select another set. If you need to add a new split distribution set, add the new set to the vendor (Modify Existing Vendors > Default Options). [More] 

 

4. Enter the purchase order extended amount and freight amount, and then click OK. 

Split Distribution window, Amounts

 

The system will use the proportions, GL accounts and types to distribute the extended amount and freight amount to the distributions (line items) in the purchase order. 

Split Distribution window, Showing line items that will be created on the PO

 

5. Review the purchase order detail. 

The distributions (line items) created using the multiple distribution set will be displayed in the grid (bottom of the view). 

Enter Purchase Orders, Details tab

 

  • To modify a line item, click Edit . 

  • To remove a line item, click, Delete .

 

6. Press Enter again to save the purchase order.  

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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