Split Chartfields by Amount (AMT) or Quantity (QTY) Using Multiple Shortcodes

Environment

M-Pathways, Fin Financials, eProcurement

Issue

How to split chartfields by Amount or Quantity using multiple shortcodes.

Resolution

 Note:Prior to splitting distributions on the Checkout page, you must enter the req settings and lines. See Create a Special Request eProcurement Requisition for complete instructions.

  1. Click the View Schedule icon next to the req line that you are trying to split
  2. Scroll the page to the right
  3. Click the Distribution icon to view ChartField information
  4. Select Qty (Quantity) or Amt (Amount) from the Distribute By drop-down list
  5. Update the Quantity field if you selected Qty in step 4 or update the  Merchandise Amount if you selected Amt in step 4
  6. Click on the Add Row icon (+) 
  7. Enter in the applicable Shortcode in the Speedchart field
    1. The Shortcode will only update the first line, any subsequent lines chartfields will not be updated
  8. Update the last distribution line Quantity field if you selected Qty in step 4 or update the Merchandise Amount if you selected Amt in step 4
  9. Repeat steps 6-8 for additional distribution rows

Additional Information

Need additional information or assistance? Contact the ITS Service Center.

Details

Article ID: 8060
Created
Mon 5/9/22 2:39 PM
Modified
Thu 7/14/22 11:58 AM