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Creating Distribution IDs in Your System: Step-by-Step Guide

Learn how to create Distribution IDs in your system with this comprehensive step-by-step guide. Start by selecting the Admin Module from the main navigation, and follow the steps to manage your General Ledger (GL) settings. From creating distribution codes to entering element values and associating them with accounts, this process ensures your distribution IDs are accurately set up. Each step is carefully detailed, including validation and saving changes to guarantee a smooth experience. Perfect for administrators looking to streamline their distribution setup!

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Creating Distribution IDs in Your System: Step-by-Step Guide

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  1. debb [presentation title] [date or client name] CREATING DISTRIBUTION IDS IN details Online

  2. 1 - Select the Admin Module from the Main Navigation

  3. 2 - Select System Setup from the Secondary Navigation

  4. 3 – Select Manage GL from the secondary Navigation

  5. 4 - Select Create Distribution from the Secondary Navigation

  6. 6 - Select Add Code from the Secondary Navigation 5 - Enter a Unique Distribution ID and relevant Descriptions

  7. 7 – Enter Element Values manually OR select the element value by clicking on the element hyperlink. (Your system will likely have multiple elements) 8 – If Values are entered manually, select Validate GL from the secondary navigation to validate your input 9 – Select Save Changes

  8. 10 - If desired, select Add Code and repeat steps 7 thru 9 as necessary to add additional GL Codes to this Distribution 11 – Enter Distribution Percentages (must total 100%) 12 – Select Save Changes

  9. A message will confirm creation of the new Distribution ID 13 – To associate the new Distribution with an Account, select Hierarchy from the Primary Navigation

  10. 14 – Select the Account radio button, enter any desired search criteria and select Locate Profiles

  11. 15 – Enter the new Distribution ID in the relevant field on the cardholder record. 16 – Select Save Changes

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