This article will explain what is a cost allocation split is and how to use it.
Coding on purchase requisitions (PRs) and purchase orders (POs) can be split to number of different allocations with different percentages. Since coding defines the budget that a PR/PO consumes (if dynamic budgets are enabled), different splits can apply the cost to different budgets.
Creating a split for purchase order
Edge supports splitting coding and editing split percentages in purchase orders. The order header data shows the most important split in the Lines panel. All details and advanced actions are done in order line details in the Coding panel.
Split percentage is divided between the source and the new row. If a new row is created when the sum of the existing coding row split percentages is less than 100%, the new row will have the percentage so that the total allocation is 100%.
Delete any split by selecting Delete in Coding panel's coding row.
If there are two splits and one is deleted, the split percentage of the remaining one will change to 100%.
If there are more than two splits and one is deleted, the total split percentage of the order will be below 100%. Edit the coding rows to fix the split percentages.
Incorrect split percentage
The Coding panel header shows the summary of the order’s split percentages. If it is not exactly 100%:
Splits in order header level
Coding for order lines can also be edited from the Lines panel of a purchase requisition or purchase order. If the coding is split, only the split with the biggest split percentage can be edited in this panel.
To edit other splits' coding and percentages, open the order line level details. Click View all coding rows to easily open that page.