After a PO has been dispatched to the vendor is may be necessary for a
Buyer to change the funding distribution on a PO line.
Chose the “Find an Existing Value” tab
ID: Enter the ID
of the PO to be changed
If the PO ID is not known, any of the fields can be used to narrow the
search and the PO can be selected from the list.
Select the “Schedule” Icon next to the line to be
Choose the “Distribution/Chartfields” Icon at the
end of the line.
SpeedChart: Use the lookup to find the
SpeedChart of the funding that is needed.
This comes from the item category on the line. If a SpeedChart is used to change distribution
it will blank this value out. Take a
note of this value so it can be re-added after using a SpeedChart.
Add Funding Distribution:
Select the “+”
If the split is
based on percentage, change on each line to the correct percentage.
Qty: If the split
is based on quantity, change on each to the correct quantity
Dept, Account, Program, PC Bus Unit, Project, Activity: SpeedCharts
will not work for additional funding line, so each chartfield must be update by
entering the value or using the lookup.
Return the Main Page
If the PO has not yet been
sent to the vendor, it is best to cancel the PO and have the requester change
the distribution on the requisition.
This ensures that the pre-encumbrance is cleared correctly when the PO
Back to Main Training Menu