In SAP B1, it is possible to configure the system so that certain transactions must include a Distribution Rule. This setting is especially useful for detailed cost tracking and budget allocation based on specific dimensions such as department, project, or location. Once this feature is enabled, the system will check whether the account used in a transaction includes the required Distribution Rule. If it is not filled in, the system can be configured to either:
- Block the transaction, preventing it from being saved, or
- Display a warning message, depending on the selected configuration.
Steps to make distribution rule mandatory:
- Enable the Distribution Rule Setting
To make Distribution Rule mandatory, follow these steps:- Go to Administration > System Initialization > General Settings
- Open the Cost Accounting
- In the Distribution Rule section, click the three dots button.
- In the Action column, select Block Posting if you want the system to block transactions that do not include a Distribution Rule.
- Click Update to save the Distribution Rule setting, and then click Update again in the General Settings window.
- Define Accounts That Require Distribution Rule
Once the system has been configured, specify which accounts must use a Distribution Rule.- Go to the Chart of Accounts
- Select the account for which the Distribution Rule must be filled in during transactions.
- At the bottom section of the screen, find the Distribution Rule
- Check the boxes for the required dimensions (e.g., Department, Project, etc.).
- Click Update to save the account configuration.
After completing these settings, if a user creates a transaction such as a Marketing Document, Journal Entry, or Outgoing Payment using an account that is set to require a Distribution Rule but leaves it empty, the system will display an error message and prevent the transaction from continuing.
This ensures that all transactions are allocated to the appropriate dimensions and that cost tracking remains accurate and well-documented.
Also read:
- Add New Dimension, Cost Center & Distribution Rules
- How to Split or Merge Distribution Rule Information
- Handling Missing Distribution Rule for COGS Account in Journal Entry from A/R Invoice Posting
- Set Up Your Budget for Multiple Cost Center in SAP Business One
- Calculation of Distribution Method in Freight
