Prerequisites
Before you begin, make sure:
You have the privilege to edit the PO.
Step-by-Step Instructions
Step 1: Accessing the Purchase Order
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.
Step 2: Initiating the 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.
Step 3: Choosing Split Type
Select Split Type:
Decide if you want to split by account, class, or both, based on the transaction requirements.
Split Options:
Use the allocation percentage, quantity, or amount as the basis for the split.
Step 4: Allocating the Split
Allocation Example:
To split 50-50 between different accounts and classes:
Enter 50 in the first allocation field.
Click on 'Split'.
Choose another chart of account and class for the other 50%.
Enter 50 in the allocation field for the second part.
Adjustments:
The split can be adjusted as needed, for example, to 25% across four different allocations.
Advanced Options:
Splits can also be based on specific quantities or amounts, offering flexibility in cost allocation.
Step 5: Saving the Split
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.