iBuy - Splitting Account Codes (C-FOAPAL)

The following iBuy roles can split Account Codes (C-FOAPAL) on an iBuy order: Requestor, Department Account Coder, Approver.

Account Codes (C-FOAPAL) may be split at the requisition header level or line level on a multi-line requisition.

It is not recommended to split an Asset Account Code (equipment over $2,500) (C-FOAPAL) that starts with 127XXX or 163XXX at the line level because this can cause multiple PTags to be created. For more information, refer to this job aid: Using Asset and Non-Asset Account Codes (C-FOAPAL) on the Same Requisition.

Account Code (C-FOAPAL) splits cannot be applied between State Fund codes (for example, 1000YY) and any other fund codes. For more information, refer to the Fund Type Descriptions and Overview of State and Institutional Funds documents on the UAFR Reference Materials page.

Split Account Codes (C-FOAPAL) at the Requisition Header Level

When splitting an Account Code (C-FOAPAL) at the requisition header level, the split applies to the entire order – unless otherwise noted with a different Account Code (C-FOAPAL) at a specific line level.

1. On the requisition, in the Accounting Codes section, select Edit Accounting Codes (pencil icon).
2. In the Edit Accounting Codes dialog box, enter the first Account Code (C-FOAPAL) at the requisition header level using one of these options:
   1. Option 1: To select from Code Favorites, hover over the right corner of the Edit Accounting Codes dialog box and select Favorites (heart icon). For more information, refer to this job aid: Creating and Using C-FOAPAL Code Favorites.
   2. Option 2: To enter or search for each individual segment of the Account Code (C-FOAPAL), specifically Fund, Organization, Account, Program fields: Select Search in the segment box (down arrow). Select an option previously saved under Profile Values or select search under Organization Values by entering a portion of either Value or Description. You must select the corresponding Chart value based on your location (for example, 200250-2). Use -1 for Urbana/Champaign, -2 for Chicago, -4 for Springfield, and -9 for System).
3. To split the Account Code (C-FOAPAL) at the requisition header level, hover over the right corner of the Edit Accounting Codes dialog box and select Add Split (plus sign icon) and repeat Step 2.
   NOTE: You cannot select a second Code Favorite when using Add Split.
4. Select Validate (checkmark icon).
5. Scroll to the right of the Edit Accounting Codes dialog box and select % of Price, % of Qty, or Amount of Price from the drop-down menu.
   NOTE: It is recommended to use the % of Price option to avoid potential errors when importing the order into Banner. You cannot have a $0.01 line item and split the value because your order will fail.
6. Enter split values into each field, totaling 100.
7. Select Save.

Split Account Codes (C-FOAPAL) at the Requisition Line Level

There must be an Account Code (C-FOAPAL) at the requisition header level before applying a code split at the line level. An Account Code (C-FOAPAL) split at the line level applies only to the specific line. It is not recommended to split an Asset Account Code (equipment over $2,500) (C-FOAPAL) that starts with 127XXX or 163XXX at the line level because this can cause multiple PTags to be created.

1. On the specific requisition line that requires an Account Code (C-FOAPAL) split, select the three dots next to the price of the item.
2. Select Edit Accounting Codes (pencil icon).
3. In the Edit Accounting Codes dialog box, enter an Account Code (C-FOAPAL) at the requisition line level using one of these options:
   1. Option 1: To select from Code Favorites, hover over the right corner of the Edit Accounting Codes dialog box and select Favorites (heart icon). For more information, refer to this job aid: Creating and Using C-FOAPAL Code Favorites.
   2. Option 2: To enter or search for each individual segment of the Account Code (C-FOAPAL), specifically Fund, Organization, Account, Program fields: Select Search in the segment box (down arrow). Select an option previously saved under Profile Values or select search under Organization Values by entering a portion of either Value or Description. You must select the corresponding Chart value based on your location (for example, 200250-2). Use -1 for Urbana/Champaign, -2 for Chicago, -4 for Springfield, and -9 for System.
4. Select Validate (checkmark icon).
5. Scroll to the right of the Edit Accounting Codes dialog box and select % of Price, % of Qty, or Amount of Price from the drop-down menu.
   NOTE: It is recommended to use the % of Price option to avoid potential errors when importing the order into Banner. You cannot have a $0.01 line item and split the value because your order will fail.
6. Enter split values into each field, totaling 100.
7. Select Save.