Purchase Orders - Charge Distribution Templates Page

Use this page to select a template specifying the default distributions to use for a particular line item. Templates contain pre-defined budget unit/account and project/account combinations and can also default the percentage to use for each combination. After selecting a template, you can change the default distribution information.

If the page's display-only Default Account Info Only checkbox is selected, then you can enter amounts for a line item's distributions. If it is not selected, then you can enter percentages. This setting is determined by a field of the same name in the template record itself.

Menu Path: In the Purchase Order Information page, click View Distribution Templates. This button is available under the following conditions:

You must select the T - Templates setting in the Distribution Method field. For additional information, refer to Purchase Order Information Page.
You must have at least one record set up in the Distribution Templates table. For information on creating templates, refer to Distribution Templates Table.

Action Button

The Charge Distribution Templates page displays the following action button:

View Distributions

After selecting a template code in the Distribution Code field, click this button if you want to view the distribution information and need to scroll through the template's distribution lines. The template only has a few lines, you will be able to view them without scrolling.

Fields

Description

Distribution Code

Code identifying a distribution template. When you select a code, the template's distribution information displays. If needed, you can click the View Distributions button to access this section.

To accept the selected code, click OK to close the Charge Distribution Templates page and return to the Purchase Order Information page, which will display the template's distributions.

If needed, you may select a different template code in the Distribution Template field when you return to the purchase order.

Default Account Info Only

Display-only checkbox indicating whether the template selected in the Distribution Code field is a Percentage or Amount template:

If the checkbox is not selected, then this is a Percentage template. A percentage template uses a pre-defined percentage for each of its budget unit/account combinations. If needed, you can adjust the percentages in the Purchase Order Information page's Line Item tab.
If the checkbox is checked, then this is an Amount template. An Amount template allows you to enter an amount for each budget unit/account combination in the Line Item tab's distributions section.

For additional information on the two types of templates, refer to the description of the Percent field in the next section.

Distributions Section

Fields	Description
*Budget Unit*	Code identifying the budget unit for a line item's charges. As indicated by the asterisks, the field's title is defined in the Fund Accounting Profile.
Account	Account number for distributing the item's cost. The account displayed is tied to the budget unit in the Expenditure or Revenue Ledger.
*Project*	Project code for the line item charges. The field's title is defined in the Fund Accounting Profile. This field is only applies if you use project accounting.
Account	Account number for charging the project expense. The account displayed is tied to the project code in Fund Accounting's Project Ledger.
Percent	Percentage of the item's total cost allocated to the distribution line's budget unit/account combination and, if applicable, project/project account. If these fields contain values greater than zero (0.00), then the current template is a Percentage template. With this type of template, you cannot enter amounts for a line item's distributions; you must use percentages. If these fields are set to zero (0.00), then the current template is an Amount template. With this type of template, you cannot enter percentages for a line item's distributions; you must use amounts.