Adding Distribution Lines to a Requisition - PS Financials

The charge for an item on a requisition may need to be split between multiple departments, funds, etc.  This can be done by adding multiple accounting lines to an item line on the Review and Submit page of a requisition.

Review and Submit: 

  • eProcurement>Create Requisition (Review and Submit)

 dist 1 

Triangle: Expands the Line section

SpeedChart:  Select a SpeedChart to change the accounting distribution.  If the accounting distribution needs to be changed for the first line, do so before adding a second line.  The accounting distribution for each additional line will come from the Requester’s defaults.  It is not possible to use the SpeedChart on additional distributions on one line, this will delete the additional line.

“+” or “-“ : Choose to add or remove an accounting distribution line

 dist 2 

Percent:  Change the percentage of the distribution line.

Quantity:  This will be changed by tabbing out of the Percent Field after correct percentage is entered.

 dist 3 

Fund, Dept, Prog, Project:  Select the appropriate chartfield value.

Save & Preview Approvals

 dist 4
 

Submit

Edit Requisition:  Choose to return to and edit the current requisition

Mange Requisition:  Choose to return to the Manage Requisition center

Create New Requisition:  Choose to create a new requisition

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Predecessors:

A requisition has been created and items have been added.



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Training & Documentation


  The charge for an item on a requisition may need to be split between multiple departments, funds, etc.  This can be done by adding multiple accounting lines to an item line on the Review and Submit page of a requisition. View this "How-To" guide on "Adding Distribution Lines to a Requisition". 


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