Allocation Utilities. Sage Evolution Standard

Chapter 7 – Accounts Receivable Accounts Receivable Processing

• 133

Allocation Utilities

This option lets you automatically unallocated and/or reallocate all transactions for one or more customers.

The system allocates oldest receipts to oldest invoices, in other words on a balance forward basis. You access this function via the Maintenance...Accounts Receivable...Allocation Utilities menu option, or the system tree Accounts Receivable...Maintenance function:

Once you choose your options, click the View button to start the process.

Use the check boxes to choose whether to allocate or unallocated, and whether to confirm each action.

The table shows all transactions for the customer. As in the allocations screen, you can choose which transactions to view.