Splitting a Draw Transaction

Although you can revise the draw amount for a transaction, you might want to schedule different transaction amounts for future draws. Rather than trying to track the amount and date of the transaction to include in future draws, you can split the transaction and assign the future draw amounts and dates.

To split the transaction into multiple draws, you select Draw Split from the Row menu. The system displays the Split Draw Entry form, on which you can enter the amount and explanation for each detail line. You can split the transaction into as many detail lines as you want, but the amount that you assign to each detail line must total the draw amount of the transaction. When you click OK, the system returns you to the Draw Revisions form, where you must inquire again to see the new draw detail lines.

When you split a draw transaction, the system creates new draw records and assigns them the same document details as the original transaction, with the exception of the document type. Because these new records exist only in the draw tables, the system automatically assigns them a document type of DR to differentiate them from F0911 transactions. The new draw detail lines retain the general ledger date, draw number, draw status, and draw date from the original transaction. After you split a draw, you can revise the draw date and draw status on the new detail lines so that you can include them in future draws.

For example, suppose you want to split JE 1234, which has a draw amount of 1,200, into four detail lines with equal amounts. The system would generate these records:

Document Type	Document Number	JE Line Number	Draw Amount	Result
JE	1234	1.0	300	The system changes the draw amount of the original transaction from 1,200 to 300.
DR	1234	2.0	300	The system generates this record.
DR	1234	3.0	300	The system generates this record.
DR	1234	4.0	300	The system generates this record.