9.3.4. Accounts Tab

The top of the screen recaps the items previously entered and identifies the line numbers. The lower portion of the screen requires your input.

1. Use the drop down arrow to select from a list of accounts
   
   1. If you want to split the expense across multiple accounts you can achieve that by selecting multiple account numbers using the additional lines provided. You will need to break down the amount to be allocated per account number used. The total percentage must equal 100 in order to submit for approval.%
   2. If you want to use a specific account number for a specific line item you can use the Front to Line fields to achieve this.

!If you enter account numbers and save the requisition – then go to the Items tab and make adjustments that affect the total amount of the PO you will need to adjust the allocations on the Account tab. Total and Allocated must equal one another. You cannot “Finish” a requisition that has unallocated charges.

2. Tab to the Amount field and enter it (if you are paying everything out of one account it will automatically appear.
3. The calculated amount will automatically populate and under the “Range” all amounts will be allocated. You will not be able to finish a requisition if your Item Total and Account total don’t match, if you have any amount Unallocated, and if your Total Distribution doesn’t match your item Total.

!If an order is disapproved at any point, it is automatically returned to the user that created the requisition. Changes as outlined in the disapproval message should be made and the Finish button must be selected on the accounts page to send the order through the approval route again.

4. Then select the Finish button below the accounts.
   

The Requisition status will change to “Needs Approval By:…” and the next Approver in the chain will be identified by their role.

*Confirm that your order has been routed to the Approver and that the Approver is visible in the Requisition Status box.