Skip to main content

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

image2017-4-17 13_12_7.png

  • From the Schedule page, click on the distribution icon

** **

image2017-4-17 13_13_42.png

  • 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

        image2017-4-17 13_25_24.png

        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

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

          For information on Account selection, refer to Accounts

            Click on OK

             

            image2017-4-17 13_42_18.png

            • **Click on OK **

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

              image2017-4-17 13_43_39.png

              For information on Account selection, refer to Accounts