---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Allocate costs using distribution set

# Allocate costs using distribution set {#ariaid-title1}

* Release version: Yokohama
* 
* Updated November 18, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Define a distribution set to split cost allocations automatically for invoice lines with allocation type as cost center or general ledger account.

## Before you begin

Role required: sn_ap_apm.admin

## Procedure

1. Navigate to Source-to-Pay workspaceAllAccounts Payable OperationsDistribution Sets.
2. Select New.  
   The distribution set form view appears. For more information on the form, see [Distribution set form](https://servicenow-prod.fluidtopics.net/eUckwer9sN6t4ftdEu7w8w "Create a distribution set to split cost allocations automatically for invoice lines.")
3. Select the Template check box if you want the distribution set to be applied as a template to the cost allocation record.
4. Select Save.  
   The Convert Template pop-up appears. You'll be prompted with a message "Converting this distribution setup to a template removes all allocation percentage from the distribution line. This action can't be undone".
5. Select Create template.  
   For distribution set with template, if there's distribution lines created, by default, the distribution set is active. For non-template, if the allocation percentage doesn't sum upto 100%, then the distribution set remains inactive else it is saved as active.
6. Select Submit.  
   The distribution set is created.
7. Select the distribution set for which you want to create distribution lines.
   1. Select New.  
      A distribution line form appears. For more information on the distribution line form, see [Distribution set form](https://servicenow-prod.fluidtopics.net/eUckwer9sN6t4ftdEu7w8w "Create a distribution set to split cost allocations automatically for invoice lines.").
   2. Allocate the cost and split the invoice line amount by cost center or general ledger account.
   3. Select Submit.  
      After a distribution line is submitted, it's applicable for new invoices only and unavailable for existing invoices.
   {#allocate-cost-distribution-set__substeps_vc2_p5t_3hc}
8. To apply distribution set manually for an invoice line, select Invoice line\> Cost allocation\> New.  
   Create a New Invoice cost allocation form appears. You can choose Allocation type as Distribution set. For more information on the form, see [Create invoice cost allocation form](https://servicenow-prod.fluidtopics.net/wZ9mxepl0upxObb4_mdzsA "Allocate invoice line cost across multiple cost centers.").

   If a distribution set is created for cost center, then for subsequent cost allocation, the allocation type is cost center by default.

   If a distribution set is created for general ledger account, then for
   subsequent cost allocation, the allocation type is general ledger account by default.
9. Select Save.

## Result

Distribution set automates cost allocations. Each cost allocation record displays the source whether it's entered manually, derived from a purchase order, or associated with a specific distribution set number confirming
complete traceability.
**Related reference**   

* [Create invoice cost allocation form](https://servicenow-prod.fluidtopics.net/wZ9mxepl0upxObb4_mdzsA "Allocate invoice line cost across multiple cost centers.")

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