Requisition using Multiple Budgets

PeopleSoft Financials 9.2

• Follow the Add a Requisition instructions and return to these instructions before budget check and submit for approval

• After entering the line item(s), click on the schedule icon of the first line you wish to split

• From the Schedule page, click on the distribution icon

• On the Distribution pop-up...

  • Change Distribute By to Amount

  • Select Multi-SpeedCharts

 

On the Multiple SpeedCharts pop-up...

• • Click on the plus icon  to add as many lines as you need (one for each budget)

  • If you are entering more than 2 budgets, you will need to hit View All to see all the lines

  • Enter the SpeedChart and the associated Amount to Distribute for each line

  • Click on OK

You are returned to the Distribution pop-up

The system has calculated the Percent based on the Amounts entered on the previous screen

Enter the Account for each line item

• For information on SpeedChart selection, refer to Chartfield Values/SpeedCharts 

• For information on Account selection, refer to Accounts

• Click on OK

   

• You are returned to the Schedule page, click on Return to Main Page

• Return to Add a Requisition to Budget Check and Submit for Approval