You can use the Charge Allocations window the following ways:
Create and allocate tax, freight, or miscellaneous charge distributions. See: Creating Distributions by Allocation.
Allocate an existing tax, freight, or miscellaneous charge distribution to one or more distributions to record costs for Periodic Costing. See: Recording Allocations for Periodic Costing.
Review and update existing allocations for a charge. See: Reviewing Allocation of Other Charges.
If the cursor is in an Item or Line, and you choose the Allocate button, then the Allocations window displays, and you can use the Allocations window to create distributions based on the information you enter. If the cursor is on an existing tax, freight, or miscellaneous line, then the window opens and shows you any distributions that the tax, freight, or miscellaneous charge distribution is allocated to, and any distributions available for allocation.
Note: You cannot access the Allocations window from the Distributions window. You can access it from the Invoice Workbench window.
See: Charge Allocations Window Reference.
Use the Charge Allocations window to allocate charges to distributions on the same invoice, not to match to receipts. If you match to receipts and you are entering a tax, freight, or miscellaneous charge invoice such as a freight invoice from a freight supplier, and you want to match that freight charge to a receipt, see: Matching Charges to Material Receipts. If a tax, freight, or miscellaneous charge distribution is already matched to a receipt, then you cannot allocate it to another invoice distribution.