Standard Multiple Element Allocation

A customer purchases an item with a buy-one-get-one deal. This type of purchase requires the multiple-element allocation (MEA) functionality.

Note: To access the forms, ensure that you have selected Sales Order Processor as the role in your settings.

Creating a Sales Transaction that Uses MEA

To create a sales transaction that uses multiple-element allocation (MEA), follow these steps: 

  1. On the Sales Invoice form, create a sales invoice.
  2. In the Lines section, add items.
  3. Click the Actions tab, and click SB Functions > Revenue Allocation, which opens the Revenue Allocation form.
  4. Select the MEA Type, and specify the MEA Number.
  5. If the MEA Type is Multiple, you can change the MEA Number for each line as needed.
  6. Save and close the page.
  7. Back on the Sales Invoice, you can post the transaction.


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