P2P Purchase - How to - Cost allocation split


Summary:

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.

 

Instructions:

Coding can be split to two or more allocations and the user can define the percentage for each allocation split.
 
 
Creating a split for purchase requisition
  1. Open a purchase requisition, then open the details for any line on the requisition. 
  2. Go to the Coding panel. 
  3. Click Duplicate to create a mostly identical copy of the existing coding line. Only the split percentage is different in the duplicated line.
  4. Click the Edit icon to edit coding dimensions and split percentages. Total allocation must add up to 100% and no coding line can have 0% split. 


 

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.

  1. Open a purchase order, then open the details for any line on the order. 
  2. Go to the Coding panel. 
  3. Click Duplicate to create a mostly identical copy of the existing coding line. Only the split percentage might be different.
  4. Click the Edit icon to edit coding dimensions and split percentages. Total allocation must add up to 100% and no coding line can have 0% split. 

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%.

Deleting split

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.