This help document is designed for Buyers and Approvers who need to modify the financial allocation of a pending Purchase Requisition by splitting account codes across different cost centers i.e., to split (allocate) account codes across multiple cost centers on a pending requisition, provided the necessary community settings have been enabled by a Community Administrator.
Enabling Required Settings (Community Administrator Role)
Before Buyers or Approvers can split account codes, a user with the Community Administrator role must enable two critical settings.
Steps to Enable Settings
Go to the Administration module.
Select Approvals.
Click the General tab.
Scroll down to the Requisition Editing Settings header.
Ensure the following two settings are enabled (checked)
Note: To ensure split account codes can be successfully actioned, both settings must be enabled.
| Setting | Description |
|---|---|
| Allow Requisition details to be edited during approval | Allows Approvers to review a requisition and make extended changes. |
| Allow Buyer to Edit Pending Requisition | Allows the Buyer for a requisition to edit the details while it is pending approval. |
Adding a Split Account Code (Buyer or Approver)
Once the settings are enabled, the Buyer or Approver of the requisition can proceed to split the account codes.
Step 1: Locating the Requisition
Go to the Marketplace module.
Select Transactions.
Click View Requisitions.
Insert the desired requisition number in the Requisition number field, or customize your search utilizing Filters.
Crucially, ensure the Period field box is empty to view the pending requisition.
Select the desired requisition number.
Step 2: Editing the Line Item
The desired requisition view screen will appear.
Click More Actions (in the upper right corner).
Select Edit.
Scroll down to the desired line item you wish to split.
Select Actions next to the line item.
Click Edit.
Step 3: Splitting the Account Code
The Edit Non-Catalog Item screen will appear.
Select the Split icon (often represented by an icon indicating division or allocation).
Click +Add Split.
Select Amount or Percentage.
Add the desired account codes into each new split field.
Insert the desired amount or percentage to be allocated to each amount field.
Once completed, select OK.
Tip: If you edit the account code on a line item, you can use the copy button
to apply that same account code to other line items on the requisition, if necessary.