iBuy - Splitting FOAPAL Codes
Splitting FOAPAL Codes
Who can edit FOAPAL codes? Department Account Coder, Approver, Requestor
FOAPAL codes may be split at the Requisition level or Line Item level on a multi-line requisition.
NOTE: FOAPAL Code splits cannot be applied between State Funds and any other funds.
Please refer to Using Asset and Non-Asset Account Codes on the Same Requisition job aid for further instruction.
To Split FOAPAL Codes at the Requisition Level
- On the Requisition under the Accounting Codes section, click the Pencil icon.
- In the Edit Accounting Codes pop-up box, hover over the right side of the box for additional options. Click the plus (+) sign to add additional accounting codes.
- Enter the additional FOAPAL Code(s) split information on the second line. There are a few ways one can search for accounting codes:
- Enter the base FOAPAL code and select the code value with your campus chart (xxxxxx-x) and the description will pop up. Click the correct value. The code will be validated.
- Click the arrow pointing down within a code field. Click Search. From the pop-up box, you can filter by code or description. To select, click the plus (+) sign.
- Scroll right to the last column.
- Select % of Price, % of Qty, or Amount of Price from the drop-down menu.
- Select Custom Field and Accounting Code Defaults.
- Enter the split values in the fields (for example, 60 and 40).
- Click Save Changes.
To Split FOAPAL Codes by Line Item
IMPORTANT: FOAPAL codes split at the Line Item level apply only to the specific line item.
- On the requisition, click the three dots next to the item you would like to add a different Accounting Code.
- Select Accounting Codes.
- In the pop-up box, hover over the right side of the box for additional options. Click the plus (+) sign to add additional accounting codes.
- Enter the additional FOAPAL Code(s).
- Type the base FOAPAL code and select the code value with your campus chart (xxxxxx-x) and the description will pop up (200250- 1 103 Indirect Cost Recovery). Click the correct value. The code will be validated.
- Click the arrow within an empty code field. Click Search. From the pop-up box, you can filter by code or description. To select, click the plus (+) sign.
- Click Select from all values… and search by Value (200250-1), or Description (103 Indirect Cost Recovery) or a portion of either Value (200) or Description (Indi).
- Scroll right to the last column.
- Select % of Price, % of Qty, or Amount of Price from the drop-down menu.
- On the right side of the Accounting Codes pop up box, select % of Price, % of Qty, or Amount of Price from the drop-down menu.
- Enter the split values in the fields (for example, 60 and 40).
- Click Save.