SPLIT FUNDING IN REQUISITIONS


In Banner you can charge to one FOP (Fund/Orgn/Program). The system completes the accounting with 100% of the expense charged against that FOP. If you want to split the expense between multiple FOP's, you can do so either by percentages or by dollar amounts.

To split by dollar amounts (Procurement recommends you use this method):

  • "Next Block" until you are in the "Accounting Block".
  • Enter the first "Index Code" - the FOAP will automatically default in the appropriate fields. Special Note: If you are using a grant fund (Fund Code will begin with 16, 18, or 22), you have to use "G-Account Codes". This is very easy to do.
  • Go to the "Account" field.
  • Type a G before the Account Code that has auto-defaulted in that field.
  • Tab to the "Amount" field.
  • Enter the dollar amount you wish to expense against the first FOP.
  • Press the tab key until you are back on the row you entered your FOP on.
  • Press the "down-arrow key" on your keyboard.
  • Proceed as you did previously beginning with bullet 1.

 To split by percentages:

  • "Next Block" until you are in the "Accounting Block".
  • Enter the first "Index Code" - the FOAP will automatically default in the appropriate fields. Special Note: If you are using a grant fund (Fund Code will begin with 16, 18, or 22), you have to use "G-Codes". This is very easy to do.
  • Go to the "Account" field.
  • Type a G before the Account Code that has auto-defaulted in that field.
  • Click the box directly under the "%" sign.
  • Tab to the "Amount" field.
  • Enter the percentage of the total amount you wish to expense against the first FOP (example: 50 if you want 50% of the total to be expensed to the first FOP).
  • Press the tab key until you are back on the row you entered your FOP on.
  • Press the "down-arrow key" on your keyboard.
  • Proceed as you did previously beginning with bullet 1.

Proceed as usual to complete the Requisition.

 

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