Allocation Rules: Interbranch Allocations

You can perform allocations among accounts of different companies or branches. For each allocation, in the Summary area of the Allocations (GL204500) form, you should select the company or branch to which the allocation transaction is related. For each account involved in allocation, you then select a company or branch on the Source Accounts and Destination Accounts tabs.

Note: For an allocation that distributes amounts among different companies, branches of different companies, or branches of a company for which the With Branches Requiring Balancing type is selected on the Companies (CS101500) form, consider configuring rules to automatically balance intercompany or interbranch transactions. For details, see the Interbranch Account Mapping chapter.