What This Process Does


  • This process creates receipt activity that should be posted in Financial Management.
  • Undistributed amounts in the account year masters of the account codes will be moved to the distributed amounts in the account year masters.


Best Practice


  • If more than one user in the organization is allowed to distribute, be sure to range on source user.


Requirements


  • Verification – Receipts must be source user verified before they can be distributed.


Receipt Distribution


  1. Finance → Financial Management → Receipts Tab → Receipt Distribution
  2. Range accordingly. Click Select.
  3. The Receipt Distribution Report generates. Review for accuracy.
  4. If correct, click Cancel and set your flags.


FIELDSOpt.Rec.Req.Description
Range Criteria♦––Range accordingly
Opt. = Optional  Rec. = Recommended  Req. = Required