Full Account

The Full Account function enables you to quickly select an Expenditure Ledger account for distributing costs for a requisition, purchase order, or change order.
The use of this feature depends on whether the Fund Accounting Profile's Full Account Expense or Revenue field is selected. If so:

• In requisitions and purchase orders, the system provides a Full Account column for entering line item distributions.
• In change orders and distribution templates, the system displays a Full Account window for distributing account charges.

Both the Full Account column and Full Account window enable you to access the Full Account Help page for selecting a distribution account.

Using the Full Account feature

1. For a purchase order or requisition line item, access the Full Account field, and then click the field's Lookup button.
   or
   For a change order or distribution template, access the distribution section to display the Full Account window, and then click Account Help on the window's Action Bar.
   In either case, the Full Account Help page displays.
2. In the page's Query Type section, select Expenditure Ledger (default), and then OK.
3. In the Full Account Search section, enter criteria to identify the expenditure account you want.
4. Click OK to list the accounts matching your criteria.
5. Select the account, and then click OK.
6. You next step depends on the type of record:
   
   • For a purchase order or requisition line item, the account will display in the Full Account field.
   • For a change order or distribution template, the account will display in the Full Account window.
   Click OK to enter the account in the distribution section's Budget Unit field.

Tip

A button is provided in requisition and purchase order pages to give users the option of entering a *Budget Unit* and Account, instead of using the Full Account feature. Clicking the Disable Full Account View button temporarily replaces the Full Account field with the two standard fields, and toggles the button's title. Users can then click Enable Full Account View if they want to restore the original field for distributing line item costs.