Split Account Assignment (How to)

Grab & Go on how to spread the cost of an item across multiple accounting groups. 

Split account assignment can be performed by Requesters, Buyers and Approvers at the Requisition level or at the Invoice level by Accounts Payable team members. 

Note: Some roles may require the coding permission to be added. 

In the Line Item Overview, click the Description for the line item you wish to split. 

1. Select Split Account Assignment Distribution. Select how you would like to split the Assignment.
   • By Quantity
   • By Value
   • By Percent

2. Select the distribution amount. 
3. Select the appropriate accounting segments for each assignment. Accounting segments will vary by buying organization.
4. Click the + sign to add the additional split assignment
5. ‘Save Item’. 

Note: Split Account Assignment must be separately completed for each line item.