Splitting Expenditure Items
You can split an expenditure item to change its billing, capitalizable, and hold status for a portion of the original item's quantity.
When you split an expenditure item, you create a reversing entry for the original expenditure item, and create two new expenditure items for that expenditure, totalling the same quantity as the original item.
Note: You cannot split an original expenditure item that has already been split or transferred. You can, however, split or transfer the new expenditure items created from a split or transfer.
To split expenditure items:
1. Choose Expenditures, Expenditure Inquiry from the Navigator window.
2. Find the expenditure items you want to split.
3. In the Expenditure Items window, choose the item(s) you want to split.
4. Choose Split from the Special menu.
5. In the Split Expenditure Item window, enter the Split Quantity/Raw Cost/Burdened Cost that you want to allocate to the first item from the expenditure item you are splitting.
Oracle Projects prompts you to enter a quantity, raw cost, or burdened cost based on what amounts are assigned to the original expenditure item, as indicated in the following table.
| Quantity = 0
| Raw Cost = 0
| Amount Split by Oracle Projects
|
|
| -
| Quantity
|
|
| Raw cost
|
|
|
| Burdened cost
|
Expenditure items with a zero quantity and a nonzero raw cost include costed transactions imported via Transaction Import, and expenditure items with both quantity and raw cost equal to zero include burden transactions imported via Transaction Import.
Oracle Projects calculates the difference between the quantity or cost of the original expenditure item and the quantity or cost you enter for the first item, and displays the remaining amount as the quantity or cost of the second item.
6. Choose OK to mark the expenditure item to be split.
7. Enter Yes if you want to re-query your expenditure items so you can see the new expenditure items created from the transfer. Select what Search Criteria to use to re-query the records.
See Also
Expenditure Adjustments
Marking Items for Adjustment
Processing Adjustments
Results of Adjustment Processing
