Add Segment Information for an Invoice Line

To add a segment that is not linked to a purchase order line item:

1. Open the Invoice Line Item workform.
2. To change the default destination, select a branch in the Destination box.
3. Select a fund in the Fund box, or click Find to search for and select a fund. To pay for the segment with more than one fund, click , and follow the instructions in Split funds for a purchase order line item segment.
4. If there are any charges associated with the individual segment, click the Charges tab, and type the dollar amount in the appropriate charges box.
5. If there are any credits or discounts associated with the individual segment, click the Totals tab, and type the dollar amount in the Credits & Discounts box.

Tip:
You can distribute charges and credits/discounts among invoice line item segments, and then make slight adjustments to individual segments. See Distribute charges on an open invoice and Distribute credits/discounts on an open invoice.

6. Continue adding segments for the invoice line item by repeating steps 1-5.
7. Select File > Save to save the invoice.

Related Information

The following Acquisitions/Serials profiles in Polaris Administration control the display of data in segments:

• Filter branches in line item segments - Specifies the default branch and the available branches in the drop-down list. See Filter destination branch lists by parent library.
• Acq fund droplist setup - Controls how funds display. See Specify how funds are displayed in Acquisitions.