Automatic account distribution

Use the Automatic Account Distribution report to generate a report that shows how amounts are distributed from one account to others in the Automatic Account Distribution page.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria. For more information about Advanced Filters, click here.

To generate automatic account distribution report

1. Open the Automatic Account Distribution (RPGLAD) page.

   a. Select Financial Management > Financial Reports > General Ledger > Automatic Account Distribution.

   Or

   b. Search for RPGLAD in the Navigation box and then select Automatic Account Distribution

   The Automatic Account Distribution (RPGLAD) page appears.

2. In the Selection list, select Default.

3. In the Sort Order list, select Account.

   The Sort Order list is populated based on the type of report selected in the Selection list.

4. In the Layout list, select the layout in which you want to view the report.

   The Layout list is populated based on the type of report selected in the Selection list.

5. In the Sort Range list, you can sort the information.

The available sort ranges are:

• Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

  • Enter the item reference in the From field.

  • Click the Lookup Reference and from the Lookup For From window, select the required sort item, and click Select.

• Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

  • Type the first and last values of the range in the From and To fields.

  • Click the Lookup Reference (if available) and from the Lookup For window, select the required sort of item, and click Select.

• All: Select this to include all available items.

6. On the Toolbar, click Run Report. The Please Select dialog box appears.

   Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.

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