ProcureDesk

This guide provides a step-by-step process for splitting the cost of a line item in a document - PO or Invoice.

You can split costs by account, class, or both, using allocation percentage, quantity, or amount.

Open the Document: Navigate to and open the specific Purchase Order/Invoice you need to work on.

Select the Line Item: Identify and select the line item for which the cost needs to be split.

1. Open the Document: Navigate to and open the specific Purchase Order/Invoice you need to work on.
2. Select the Line Item: Identify and select the line item for which the cost needs to be split.

Split Icon: On the chosen line, locate and click on the 'split' icon. This icon is usually indicated by a split or divide symbol.

1. Split Icon: On the chosen line, locate and click on the 'split' icon. This icon is usually indicated by a split or divide symbol.

Select Split Type: Decide if you want to split by account, class, or both. This will depend on the requirements of the transaction.

Split Options: Use the allocation percentage, quantity, or amount as the basis for the split.

1. Select Split Type: Decide if you want to split by account, class, or both. This will depend on the requirements of the transaction.
2. Split Options: Use the allocation percentage, quantity, or amount as the basis for the split.

- To split 50-50 between different accounts and classes:
 
 - Enter <code>50</code> in the first allocation field.
 - Click on 'Split'.
 - Choose another chart of account and class for the other 50%.
 - Enter <code>50</code> in the allocation field for the second part.

- The split can be adjusted as needed, for example, to 25% across four different allocations.

- Splits can also be based on specific quantities or amounts, offering flexibility in cost allocation.

1. Allocation Example:
 
 - To split 50-50 between different accounts and classes:
 
 - Enter <code>50</code> in the first allocation field.
 - Click on 'Split'.
 - Choose another chart of account and class for the other 50%.
 - Enter <code>50</code> in the allocation field for the second part.
2. Adjustments:
 
 - The split can be adjusted as needed, for example, to 25% across four different allocations.
3. Advanced Options:
 
 - Splits can also be based on specific quantities or amounts, offering flexibility in cost allocation.

Confirm the Split: After allocating the splits correctly, click 'Save' to apply the changes.

Verification: The system will now display the line item as 'split'. Click on the split icon again to review the split details and ensure accuracy.

1. Confirm the Split: After allocating the splits correctly, click 'Save' to apply the changes.
2. Verification: The system will now display the line item as 'split'. Click on the split icon again to review the split details and ensure accuracy.

Editing Splits: If adjustments are needed, revisit the split section and modify the allocations as required.

Finalizing Changes: Always remember to save any changes made to ensure that the split is accurately reflected in the system.

1. Editing Splits: If adjustments are needed, revisit the split section and modify the allocations as required.
2. Finalizing Changes: Always remember to save any changes made to ensure that the split is accurately reflected in the system.

Step 1: Accessing the Purchase Order

Step 2: Initiating the Split

Step 3: Choosing Split Type

Step 4: Allocating the Split

Step 5: Saving the Split

Step 6: Modifications if Needed