Requisition using Multiple Budgets
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...
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Change Distribute By to Amount
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Select Multi-SpeedCharts
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- On the Multiple SpeedCharts pop-up...
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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
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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
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For information on SpeedChart selection, refer to Chartfield Values/SpeedCharts
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For information on Account selection, refer to Accounts
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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