Splitting Account Codes by Purchase Requisition for UB Foundation Funds

When checking out, you can enter multiple accounting codes by purchase requisition.

How to Split Account Codes

Split Account Codes by Purchase Requisition for UBF Funds [1:27]

1. Click Proceed to Checkout

When you have completed shopping and are ready to check out, Proceed to Checkout from your shopping cart. (Figure 1).

Zoom image: Figure 1 When you have completed shopping and are ready to checkout, proceed to checkout from your shopping cart.

Figure 1

2. Access Accounting Codes

In the Summary tab, scroll down to the Accounting Codes section. Select the Pencil icon. Choose UBF - UB Foundation - Remember to Change the Bill To Address. (Figure 2).

Zoom image: Figure 2 Navigate to the accounting information by selecting the “Accounting Codes” tab. Next, select “Edit” under the Accounting Codes section. Choose UBF - UB Foundation - Remember to Change the Bill To Address.

Figure 2

3. Click Add Split

Once in UBF-fund section, select the Plus Sign. (Figure 3).

Note: you may need to scroll down to locate the UB foundation section. You can select the “Plus sign” button additional times to add additional accounts. 

Zoom image: Figure 3 Once in UBF-fund section, select the Plus Sign. (Figure 3). Note: You may need to scroll down to locate the UB foundation section. You can select the “Plus sign” button additional times to add additional accounts.

Figure 3

4. Enter Accounting Code

Enter the appropriate accounting code and information for that line by inputting the account. You will have multiple lines in which you can enter multiple accounting codes (Figure 4).

Note: you cannot mix funding sources on one purchase requisition.

Zoom image: Figure 4 Based on your funding source, enter the appropriate accounting codes and information by clicking “Select from profile values…” in each column. You can select the appropriate choice from the dropdown menu. You will have multiple lines in which you can enter multiple accounting codes. Note: you cannot mix RF and State funding on one purchase requisition.

Figure 4

5. Split the Cost

Once all accounting codes have been entered, choose the way in which to split the cost between accounts from the dropdown menu.(Figure 5).

Note: move the taskbar all the way to the right and select the appropriate way this line should be split “% of Price” or “% of quantity”. Then input the distribution value.

Zoom image: Figure 5 Once all accounting codes have been entered, choose the way in which to split the cost between accounts from the drop-down menu.

Figure 5

6. Click Save

After you choose how to split the cost between accounts, enter the desired quantity for each amount. You can then select “Save” to finish (Figure 6).

Note: The Split Total must equal 100%.

Zoom image: Figure 6 After you choose how to split the cost between accounts, enter the desired quantity for each amount. You can then select “Save” to finish.

Figure 6

7. Place Your Order

After you’ve entered the accounting codes and split method, you are ready to place your order. Notice the accounting source is UBF and the split of the accounting codes are below in the UB Foundation section (Figure 7).

Zoom image: Figure 7 After you’ve entered the accounting codes and split method, you are ready to place your order. Notice the split of accounting codes at the header of the “Accounting Codes” tab. Note: the example used is state funding.

Figure 7