Before a Requisition can be submitted for approval, the account code assignment (Fund Center, Fund, Cost Center) must be entered or verified.
If any information is missing, the system will flag these items.
Your Purchasing Group is a three character ID that identifies purchases made by your department. It is passed from uSOURCE to the Financial Information System (FIS) and controls document visibility and reporting in FIS. If you are unsure which Purchasing Group to use, check with your Business/Finance Officer.
To select the Purchasing Group:
To enter or edit the Funds Center / Fund / Cost Center or Internal Order number, from the Requisition > Summary tab, click on the edit (pencil) icon.
There are a few ways to enter the account assignment:
Note: When entering the account assignment, the Fund field cannot be left blank. If there’s no Fund, enter 0-None.
You can split the account assignment over more than one funding source. Click the add split (+) icon (1), and a new line will appear. Enter the assignment in the second line (2), and from the drop-down menu (3) select whether to split by % of price or quantity, or by amount of price. Enter the split values (4), and click Save Changes.
See also: Changing the GL Assignment