Splitting Account Codes by Line

When checking out, you can enter multiple account codes by line item.


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How to Split Account Codes by Line

1. Checkout

When you have completed shopping and are ready to checkout, proceed to checkout from your shopping cart (Figure 1).

Figure 1 of how to split accounting codes.

Figure 1

2. Access Accounting Codes Tab

Navigate to the accounting information by selecting the “Accounting Codes” tab. In the “Lines” section, select the “Edit” button to change the accounting codes for that corresponding line (Figure 2).

Note: the accounting codes for each line will automatically default to be the same as accounting codes on the header of the requisition.

Figure 2 of how to split accounting codes.

Figure 2

3. Enter the Accounting Code

Once in accounting codes, enter the appropriate accounting code and information by clicking “Select from all values…” You can select the desired choice form the dropdown menu (Figure 3).

Note: to add more than one accounting code to a line, select “add split”. Then, enter additional accounting codes as desired. 

Figure 3 of how to split accounting codes.

Figure 3

4. Save

When you have completed entering the accounting codes, select “Save” (Figure 4).

Note: the example used is Research funding.

Figure 4 of how to split accounting codes.

Figure 4

5. Review Updated Accounting Codes

After you have edited the accounting codes for each line, the header accounting codes will be removed, and the updated accounting codes will appear on the corresponding lines (Figure 5).

Figure 5 of splitting accounting codes step.

Figure 5