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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

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  • From the Schedule page, click on the distribution icon

** **

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  • On the Distribution pop-up...

    • Change Distribute By to Amount

    • Select Multi-SpeedCharts

image2017-4-17 13_18_6.png

     

  • 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 PdgLzBbtaZpUWUMf-image2017-4-17-13-29-5.pngto see all the lines

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

    • Click on OK

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  • 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

    • image2017-4-17 13_39_11.png

    • Click on OK

       

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    • **Click on OK **

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

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

    • For information on Account selection, refer to Accounts