A Supplier Allocation appears when you allocate existing invoices, credit notes, or payments on account using Account Allocation. 

It records the allocation in the supplier record and the audit trail, so you can review or unallocate it later.

1. Go to Contacts and select Suppliers.
2. Open the relevant supplier record.
3. Search for the allocation.
   
   ▼ How to search for the supplier allocation

   Change the From and To dates to match the supplier allocation date. The allocation date is the same as the most recent transaction within the allocation.

   EXAMPLE:

   When you allocate an invoice in Sage Accounting, the allocation date matches the payment date. For example, if the invoice is dated 1 June and you pay on 15 June, the allocation date is 15 June. If you make the payment before the invoice date, Sage Accounting uses the invoice date instead.

    Change the Type dropdown to Supplier Allocation.

4. Select the allocation to open it.

To break the allocation, untick the transactions and select Save.

• Delete a purchase invoice