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:
Go to the "Purchase" section on the left-hand side to access the Order module OR navigate to the "Pay" section to open the Invoices module and select the specific Purchase Order or Invoice you need to work on.
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 'Multiple'. Click on the split icon again to review the split details and ensure accuracy.