At times, communities may desire to split account codes to a Pending Requisitions. The Buyer and Approvers of the desired requisition, can edit to split account codes.
To do so, the applicable settings must be enabled with the community by a user with Community Administrator role.
Enable Settings
Users with a Community Administrator role, can enable applicable settings by, going to the Administration module > select Approvals > click the General tab > Scroll down to Requisition Editing Settings header.
- Allow Requisition details to be edited during approval: When enabled, approvers will be able to review a requisition and make extended changes.
- Allow Buyer to Edit Pending Requisition: When enabled, the buyer for a requisition will be able to edit details of the requisition.
| Note: To ensure split account codes are successfully action, both settings must be enabled. |
To Add a Split Account Code
To successfully split account codes, the Buyer or Approvers of the requisition must go to the Marketplace module > select Transactions > click View Requisitions.
Insert the desired requisition number in the Requisition number field or customize search utilizing Filters > ensure the Period field box is empty > select the desired requisition number.
The desired requisition view screen will appear > click More Actions > select Edit
Scroll down to the desired line item you > select Actions > click Edit >
The Edit Non-Catalog Item screen will appear to select the Split icon > Click +Add Split > Add the desired account codes to each split field > insert the desired amount to each amount field > once completed, select OK.
| Note: If you edit the account code on a line item, you can then use the |