Creating a Distribution Pattern

You can create a distribution pattern at these times:

While editing or creating a PO line.
While editing or creating a purchase order.

When you create a distribution pattern, Horizon makes it available for you to use on all purchase orders or PO templates; you do not have to create the same distribution pattern more than once.

Before You Begin

Horizon stores only the budget’s account name, not the complete budget (account name + fiscal year). Horizon uses the fiscal year that you have assigned in Acquisitions Parameters to complete a distribution’s Budget field when you use a distribution pattern. Therefore, be sure that you have a current fiscal year assigned in Acquisitions Parameters. (For instructions, see the “Acquisitions Parameters” section in the Acquisitions Setup Guide.)

To create a distribution pattern

1 Do one of these options:

To do this

Do this

Create a distribution pattern while editing or creating a PO line (Edit PO Line window)

1 Open or create the purchase order that contains the PO line you want.

Horizon displays the PO window.

2 Edit or create the PO line you want.

Horizon displays the Edit PO Line window.

3 Make sure the distribution information is what you want.
4 Choose PO Line, Save Distribution Pattern.

Create a distribution pattern while in a purchase order (PO window)

1 Open or create the purchase order you want.

Horizon displays the PO window.

2 Highlight the PO line from which you want to create a distribution pattern.

Note: If you are not sure if you want all of the information from a PO line as a distribution pattern, edit the PO line to check the distribution information.

3 Choose PO Line, Distribution Pattern, Save Distribution Pattern.

Note: The only required field to save a distribution pattern is the Quantity field.

Horizon displays the Save Pattern window:

2 In the Pattern Name field, enter the name you want to represent the distribution pattern.
3 Save the file.

Note: If you enter a pattern name that already exists for a distribution pattern, Horizon displays a message telling you that it already exists. If you want to use the name, you must delete the old distribution pattern first. (For instructions, see Deleting a Distribution Pattern.)

You can now use the distribution pattern. (For instructions, see Assigning a Distribution Pattern and Applying It to PO.)

 


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