How to Split Fund a Requisition in Oracle Procurement


Overview


This article describes how to split a Requisition among more than one Project or Charge Account in Oracle Procurement.

Essential Information


Next Steps


Create Distribution on a Singular Requisition Line

  1. During checkout, click the Delivery Truck icon for the line that needs to be split-funded.
    1. If you need to split-fund more than one line on the Requisition, follow the second half of this KBA.
  2. Scroll down to the Billing section.
  3. Click the Three Dots on the right side of the Billing section, and then select Split to add a split line. 
  4. Add as many split lines as you would like.


Indicate the Split Percentage

  1. For each split line, indicate the Percentage that should be charged to that Project/Chart String.
  2. Click Create after the percentage is submitted to allow the system to perform Amount/Quantity calculations.

Create Distribution on Multiple Requisition Lines

  1. During checkout, select either all lines or specific lines to apply a split distribution.
  2. Then, click the Edit Multiple button.
  3. On the next page, make sure the Delete and Create Distributions option is selected.
  4. You can then use the Create Distribution action to create a new distribution.
  5. In the new distribution side panel, enter the project information and split percentage, then click Create.
    1. On the next page, if you want to split multiple lines across different distributions, click the ellipsis (three dots) and select Split to create one or more distributions.
  6. Upon selecting Update at the top of the page, the new distributions will apply to all selected lines. 

 

 

Questions?


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