Procurement Partners supports split GL editing, allowing you to split a single order, invoice or item across two or more GL codes and/or locations. The Split GL button will always appear as the icon shown to the left, but where the icon is located may change what is going to be split.

Note: When you make changes to any GL codes, before clicking away to another page, you must click the Update button to save those changes! Failure to do so will cause your work to be undone and you’ll need to select the GL codes again.

Shopping Cart

You can split GLs on an order before the order has been submitted in the Order -> Shopping Carts screen. If you click the Split GL Editing button at the top of the shopping cart you can split the cart evenly (or otherwise) by adjusting the percentage sliders across the GLs available in your order. You can also add rows with the Add Row button to divide the GL further across either the Location or GL code based on what you choose.

If you click the Split GL Editing button next to a specific item, you can split the GL for that specific item across two or more locations and/or GL codes. When you have finished making the changes to your split GL code, click the Save button.

Orders

You can split GLs on an order after the order has been submitted in the Transactions -> Orders screen. As mentioned previously, you can split the GLs either across the entire order or on an item by item basis by clicking the Split GL Editing link at the top of the order, or the Split GL Editing button next to a specific item, respectively.

NOTE: If you change a GL code for an order that’s been invoiced, it will update the associated GL code on the invoice as well, and vice versa. You cannot change the GL codes for an order or invoice that is marked as AP Sent.

Invoices

You can split GLs on an invoice once the invoice has been received, before the invoice is fully approved and marked as AP Sent, in the Transactions -> Invoices screen. Unlike the Shopping Carts and Orders tabs, the Split GL Editing button on the Invoices tab will give you the ability to manually type in the amount for each GL split, rather than use the percentage slider. You can use the Validate button to ensure that the amounts you’ve entered total the appropriate amount for the invoice.