Split Funds for a Purchase Order Line Item Segment

To allocate more than one fund for a purchase order line item segment:

  1. Open the Purchase Order Line Item workform.
  2. Add a purchase order line item segment. See Add purchase order line item segments.
  3. Select the Fund box on the line item segment for which you want to allocate more than one fund.
  4. Click on the list toolbar.

    5. The Split Funds dialog box appears.

  5. Select a fund using one of the following methods:
    • Select the fund in the Funds box.
    • Click Find to use the Find Tool to search for and select the fund.

    6. The fund appears in the Funds box.

    Note:
    When you select more than one fund to pay for a line item segment, the funds must be the same type. For example, you cannot select a deposit account A deposit account is an account with a vendor that allows customers to pay all or a portion of the estimated annual billing in advance. Depending on the amount prepaid, the typical discount is from 1.5% to 4.5% more than with a regular plan, where invoices are paid after the receipt of titles. fund and a regular fund for the same line item segment.

  6. Type the percentage of the line item price that is to be paid by this fund in the Percent allocation box.
  7. Click Add.

    8. The fund, fiscal year amount, and percentage for the fund you allocated appear in the fund display.

  8. Continue allocating funds by repeating steps 3-6 until the total percentage is equal to 100.

    9. Note:
    To remove a fund from the Split Funds list, select the fund and click Remove.

  9. Click OK on the Split Fund dialog box.

    10. The funds you selected are allocated for the line item segment.

  10. Select File > Save.