To split a purchase order or invoice with more than one line item:
1. From Accounts Payable, select Open, select the PO Order or the Invoice folder, and highlight the obligation.
2. Click Split. A window prompts you for the Split To Stage.
3. Select the stage where you want FundWare to save the new obligation (created
by the split) and click OK. The obligation displays, open to the Header tab.
4. Select the Detail Lines tab. The distribution for the original obligation displays
in the upper of two detail panes.
5. If the obligation has multiple line items, you can split an entire line by
highlighting it and clicking Split. The line moves to the lower detail pane. (If the Edit screen shows 4 tabs, you will need to split the amount on both the Line Items and the Distribution tabs for the same amount.)To split a purchase order or invoice with only one line item:
(If the Edit screen shows 4 tabs, you will need to split the amount on both the Line Items and the Distribution tabs for the same amount.)
1. To split a portion of a line item, highlight the line and click Partial. The Partial
Split Distribution Line window displays.
2. Enter the Split Amount or the Split Quantity and click OK. You return to the
Line Items tab.
3. To enter or edit the line item information, highlight a line in one of the detail
panes and click Edit. The Distribution Entry window displays.
4. Enter the detail information and click OK. The Distribution Entry window
closes and you return to the Detail Lines tab of the obligation entry form.
5. Click Apply to save your changes and remain in the obligation form, or click
OK to save your changes and close the obligation form. The obligation moves
to the appropriate Split From subfolder (e.g., Invoices > Split From P.O.).
NOTE: The whole obligation is stored in the appropriate Split From subfolder.
FundWare will create the new obligation and return the remainder
obligation to the original stage when you post.
6. If the new obligation is ready for posting, select it and click Post. The stage date
for the new obligation reflects the current business date.