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Accounts Subtask

Use this subtask to distribute this requisition line charge to single or multiple project/account/organization combinations. This is a required subtask for all requisition lines.

If you entered project, account, organization, and abbreviation information on the  Accounting Defaults tab and elected to have the information default for all requisition lines, that information will load into this subtask. Otherwise, you can use to create a new requisition line.

Use this subtask whenever you add a requisition line to the requisition, and maintain it when you need to modify that requisition line account allocation.

Contents

Field Description
Requisition ID

This field displays the requisition ID from the main screen.

Line

This field displays the requisition line number from the main screen.

Description

This field displays the description of the item on the requisition line.

Total Est Cost Amt

This field displays the total estimated cost of the item on the requisition line.

Table Window

If you entered project, account, organization, and abbreviation information in the Accounting Defaults tab and elected to have the information default for all requisition lines, that information will load into this table window but can be modified. The project/account/org combination must exist on the Link Projects/Accounts/Organizations screen, and the account/org information must be assigned to the buyer on the Manage Buyers screen.

Click to add a new requisition line to this table window.

Field Description
Project

Use this field to enter, or use to select, the project ID that should receive charges for this requisition line. Costpoint validates that the project ID is active. set up project IDs using the

This column displays the project ID assigned in the Accounting Defaults tab and can be modified. To modify this project ID, enter, or use to select, the project ID that will receive charges for this line item. Costpoint validates that the project ID selected is active. Set up project IDs on the Manage Project User Flow screen in Costpoint Projects Setup.

Project Name

This field displays the descriptive name of the Project.

As an alternative to the Projectfield, you can use this field to enter, or use to select, a project for this requisition line.

Proj Abbrev

The field displays the abbreviation of the Project.

As an alternative to the Project field, use this field to enter, or use to select, a project for this requisition line.

Account

Use this field to enter, or use to select, the account ID that will receive charges for this requisition line. Costpoint validates that the account ID is active, is not a summary account, and allows charging for the fiscal year, period, and subperiod on the requisition.

displays accounts established on the Manage Accounts screen in Costpoint General Ledger. If this requisition line is a miscellaneous line charge and no account, organization, or inventory abbreviation exists, the Misc Type code's account defaults (from the Manage Line Charge Types screen in Costpoint Purchasing), depending on whether or not a project exists.

Account Name

This field displays the descriptive name of the Account.

As an alternative to the Account field, use this field to enter, or use to select, an account for this requisition line.

Proj Acct Abbrev

Use this field to enter, or use to select, a project account abbreviation for this requisition line.

If you selected a Proj Abbrev, the project account abbreviation automatically displays in this field.

Organization

Use this field to enter, or use to select the organization ID that will receive charges for this requisition line. Costpoint validates that the organization ID is active and the account/organization combination allows charging for the fiscal year, period, and subperiod on the requisition.

displays organizations established on the Organization menu in Costpoint General Ledger.

Organization Name

This field displays the descriptive name of the Organization.

As an alternative to the Organization field, use this field to enter, or use to select, an organization for this requisition line.

Org Abbrev

This field displays the abbreviation of the Organization.

As an alternative to the Organization field, use this field to enter, or use to select, an organization for this requisition line.

Allocation

Use this field to enter the percentage amount of the requisitioned item to be charged to the selected project/account/organization. The default value for the first line is 100%. You can delete this default percentage and enter a dollar amount in the Allocated Amount field.

Allocation Amount

If you did not enter an Allocation percentage, use this field to enter the dollar amount of the requisitioned item to be charged to the selected project/account/organization.

Ref 1

Use this field to enter, or use to select, a reference number 1 for this requisition line.

Note:

This field may display a different label if it has been changed on the Configure General Ledger Settings screen. For example, the label may have been changed to AC 1.

Ref 2

Use this field to enter, or use to select, a reference number 2 for this requisition line.

This field may display a different label if it has been changed on the Configure General Ledger Settings screen. For example, the label may have been changed to AC 2.