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Accounts Subtask

Use this subtask to view this requisition's charge to single or multiple project/account/organization combinations for one or more lines.

You can modify account information for this requisition if you selected the Req Charge Number Changes Allowed check box on the Manage Purchase Requisition Approval Titles screen for the approval title.

Use this subtask any time to view account information for a requisition, and maintain it when modifications are needed to the requisition line account allocation.

Contents

Field Description
Calculate Allocation

Click this button to load the remaining unallocated percentage and amount to the selected requisition line.

Req Line

This field displays the requisition line to which the account information in the table window applies.

Account

This field displays the account ID assigned to this requisition line. To use a different account ID, enter, or use to select, the account ID that will receive charges for this requisition line. You can modify this value only when the approval title allows charge number changes.

Account Name

This field displays the descriptive name of the selected Account.

Organization

This field displays the organization ID assigned to this requisition line. To use a different organization ID, enter, or use to select, the organization ID that will receive charges for this requisition line. You can modify this value only when the approval title allows charge number changes.

Organization Name

This field displays the descriptive name of the selected Organization..

Org Abbrev

This field displays the abbreviation of the selected Organization.

Project

This field displays the project ID assigned to this requisition line. To use a different project ID, enter, or use to select, the project ID that will receive charges for this requisition line. You can modify this value only when the approval title allows charge number changes.

Project Name

This field displays the descriptive name of the selected Project.

Proj Abbrev

This field displays the abbreviation of the selected Project.

Allocation

This field displays the percentage amount of this line item to be charged to the selected project/account/organization. The default value for the first line is 100%. You can modify this value only if you selected the Req Charge Number Changes Allowed check box for this approval title on the Manage Purchase Requisition Approval Titles screen.

Allocated Amount

This field displays the dollar amount of this line item to be charged to the selected project/account/organization. If you do not enter an Allocation percentage, you can specify the dollar amount of this line item to be charged to the selected project/account/organization. You can modify this field only if you selected the Req Charge Number Changes Allowed check box for this approval title on the Manage Purchase Requisition Approval Titles screen.

AC 1

This field displays the reference number 1 value assigned on the Accounting Defaults tab of the Manage Purchase Requisitions screen.

AC 2

This field displays the reference number 2 value assigned on the Accounting Defaults tab of the Manage Purchase Requisitions screen.