How to split Funds on a requisition?

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Split Funding

49er Mart allows you to split orders either at the header or line level. You can split by % of Price, % of Qty, or Amount of Price. We recommend adding the split at the line level of the requisition to avoid issues with Accounts Payable processing your invoice.

Splitting Orders by Percentage of Price,% of Qty or Amount of Price.

  1. Navigate to the Accounting Codes tab.
  2. Click the pencil icon to edit the Accounting Code Section.
  3. Enter the initial set of accounting codes.
  4. Click Add Split and then Save.
  5. Add the second set of accounting codes.
  6. Choose the split option from the drop-down menu.
  7. The option for percentage of price the total must equal (100%).
  8. Click the Save button.

Note: The person placing the order must have access to both funds. If split-funded and neither party has access to the other fund, a different process must be followed when creating the requisition.

Steps:

The first person enters all required information for their Fund and "Assigns the Cart" to the second person for fund entry.
The second person enters all required information for their Fund and "Assigns the Cart" to a Purchasing Agent.
Email the Purchasing Agent to explain the situation and request them to "Place the Order" in 49er Mart.

Note: These transactions can be unique and uncommon. Please reach out to the 49er Mart System Administrator for help.



 

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