Splitting Workfile Transactions

Access the Workfile Split Basis form.

To split a workfile transaction:

1. Select Units, Cost Amount, Inv Taxable Amount (invoice taxable amount), or Revenue Amount.

2. Select the Split Percent option or the Split Amount option and complete the corresponding field.

3. Click Calculation Preview / Perform Split to review the results of the split calculation.

   You can click Cancel to return to Workfile Split Basis as many times as necessary to achieve the split results that you want.

4. On the Workfile Split Amounts form, click OK when you achieve the desired split results.

   The actual splitting of the workfile transaction occurs when you click OK.

5. On the Workfile Split Basis form, click Cancel.

   The system displays the Work With Workfile form and automatically displays the results of the transaction split.