Allocating Purchasing Line Items

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Certify Purchasing enables you to allocate the cost of line items across multiple DepartmentsGLs, and/or Projects.

This article shows you, a Purchasing Submitter, how to allocate a line item.

Step 1: To allocate a line item, click the Allocation icon.

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Step 2: In the Actions section, enter the number of allocations you wish to add. Then, click the plus icon.

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  • Click the Split Evenly # Ways to split the line item's cost evenly between the first DepartmentGL Account, and Project and the second DepartmentGL Account, and Project.
  • A second row appears in the table.

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Step 3: Click Edit to change the quantityamount, or percentage allocated to each DepartmentGL, and Project.

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Step 4: The Percentage fields become editable. Enter the new percentages in both rows.

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Step 5: To see the new Allocations Totals and Remainder to be Allocated after you add an allocation, click Update.

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The QuantityAmountPercentage columns show the allocation remainders. 

Please Note: Certify Purchasing adjusts quantityamounts, and percentages as necessary for uneven amounts.

Because the QuantityAmount, and Percentage fields are related to each other, new percentages change the Quantity and Amount field.

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Step 6: If you often allocate a line item's quantity and cost to certain DepartmentsGL Accounts, or Projects, you can save the allocations. To save an allocation after creating it, enter a name for this allocation and click Save.

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Step 7: The next time you open this page, the saved allocation is available to apply to the new line item. Select the allocation from the Saved Allocation section.

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Step 8: Click OK.

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Step 9: The saved allocation areas, QuantityAmount, and Percentage appear on the new line item.

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Step 10: After adding all necessary allocations to a line item, click Update.

Please NoteMake sure the Allocation Totals row shows the same quantity and amount as the original line item, and the percentage column shows 100%. Also make sure the Remainder to be Allocated shows dashes, which mean none.

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Step 11: Click Save.

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Step 12: After you've saved the allocation, click Show/Hide Allocations under the line item to view your allocations for each line item.

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