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general:create_requisition_3
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In the account section (lower grid):
Add account code data for each line item:
| Account Code |
Type the account code to be charged. The account code must exist in the general ledger and in the user profile (the account code must be assigned to the Requestor's user profile in District Administration.).
• Type data in the individual account code component fields and click Search.
Note: If an account code is added or changed, click Approve to save the account code and continue with the approval process. |
|---|---|
| Pct | Type the percent to charge the fund. |
| Amount | Type the amount to charge the fund. |
| Refresh Totals |
❏ Click Refresh Totals to update the totals if any amounts are changed in the grid. |
|---|---|
| Calculate Percent |
❏ Click Calculate Percent to populate the Percent column based on the amount entered in the Amount column. |
| Calculate Amount |
❏ Click Calculate Amount to populate the Amount column based on the amount entered in the Percent column. |
• Description – Populates according to the description of the account in the Chart of Accounts in the Finance Application. • Balance Amount – Tells you how much money is left in that account before you started. A negative amount in this field is indicative that you have money left in that account. • Percent – The percent of that Item that you want to pay out of that account. Each Requisition line Item must equal 100%. Example: If you are only paying out of one account that PCT would be 100%. If you are paying out of two accounts it could be split 50/50 or 75/25 or 60/40 but the total must be 100%. • Amount – The amount that will be charged to that account according to the percent entered in the Percent Field
general/create_requisition_3.1535401215.txt.gz · Last modified: 2018/08/27 15:20 (external edit)