Allocate Payment on Application Line Items
Explanation
When confirming the payment on application, the allocated amount on an application will automatically be
allocated on the items. The main reason for doing this is that an invoice must contain both the tax rates and the
tax amount for each line on an invoice, for cases where the items have different tax rates. After allocating the
amount paid to the items, it will be possible to create an invoice that contains all application line items grouped
per tax rate as invoice lines, and the invoiced amount for each item will be the amount paid.
When confirming the payment matching, the paid amount on the application will automatically be distributed to
the application line items.
Use the Automatic Item Allocation or Manual Item Allocation commands.
Prerequisites
- A paid amount must have been entered on the application.
- The payment on the application must not be confirmed.
System Effects
- The Automatic Item Allocation feature will distribute the payment amount to the application line items. If
paid amounts on the item level already exists, they will be cleared. The payment amount allocates the full amount
on each item until the whole amount is distributed. Any remaining items on the application will not have any
amount allocated. It is possible to continue with manual item allocation afterwards if needed.
- Manual item allocation gives the you the possibility of viewing and modifying the allocated amounts on the
items.
- The paid amount on the application will be allocated on the item level and makes it possible to create an
invoice with required tax information.