Setting Accounting

Accounting information can be set at the header or line level of a PR. Cost Centers set at the Personal Profile level will flow to the accounting section at checkout for every PR you create. Internal Order Numbers and WBS Elements must be set at checkout. View the guides below for instructions on setting accounting.

SETTING ACCOUNTING

UPDATING ACCOUNTING & SHIPPING AT THE HEADER

UPDATING ACCOUNT ASSIGNMENT TO INTERNAL ORDER/WBS ELEMENT

Split Accounting

PRs can be split between the same Cost Object Type (e.g., Cost Center to Cost Center) by percentage, quantity, or amount. If charging a cost center and a Sponsored IO#, 100% of the cost must be charged to the Cost Center, then do a Journal Entry to charge the Sponsored the Sponsored IO#.

SPLIT ACCOUNTING

Commodity Codes

The commodity code of an item in a PR classifies the product or service you are purchasing, determines the General Ledger (G/L) code, and assigns the appropriate individuals to the PR. Commodity codes replaced product categories from SRM. Select the most accurate commodity code to make monitoring the general trends of your department spend through reporting easy while ensuring orders are placed through the correct channels. A G/L code is linked to every commodity in our system for easy reporting. When creating a Non-Catalog Request, the Requisitioner must select the commodity code in the Non-Catalog Request Form that best describes the purchase.