This quickstart guide will show you how to allocate/split the line item. This example is using an Expense Report, however, the process of allocation is the same for Requisition and Invoice.
Step 1: To create an expense report, in the Tasks section, click Submit an Expense Report.
Please Note: you can also access Submit an Expense Report from the Expense Reports tab as well.
Step 2: Choose default Business Unit in the drop-down menu and enter Expense Report Title.
Step 3: When finished, click Create.
Step 3: Click on the Allocation icon to allocate/split the line item across multiple Business Units, GL accounts, or projects.
Step 4: To add allocations, click “Add Allocation(s)”. The default number of allocation is set to 1. If you want more than 1, you can edit the number of allocations. Or, you can click on your saved allocation template under Saved Allocation.
Step 5: Select the desired Business Unit, GL, and Project. You can allocate the item by either Qty, Amount, or %. You can click the Edit icon to choose your method of allocation. Click Save to return to the transaction.
You will not be able to save the allocation until the line item is fully allocated. You may use the “Delete” button if Allocation is not needed.
- Save Allocation: allows you to save the allocation you created so you can re-use the allocation if needed. It will save BU, GL, Project that you selected.
- Split Evenly (#) Ways: allows you to split the allocation evenly.
Step 6: Once you return to the transaction, you can review your allocation by clicking on the line item to expand before you route your transaction for approval.