Workfile Transaction Splits
After you generate the workfile, you can split a workfile transaction into two new workfile transactions. You can split a transaction by a specific currency amount, unit amount, or percent.
You might want to split a transaction so that you can process one of the new transactions for billing, but not the other. For example, an employee works overtime and is paid at twice the regular hourly rate. If you need to invoice the employee's time at the regular rate, you can split the workfile transaction into two equal portions. One portion can be billable and the other nonbillable.
The system enables you to choose whether to use the units or an amount for the basis of the split. You can also designate whether to use an amount or a percentage when performing the split calculation.
You cannot split payroll transactions that include associated burden, nor can you split burden transactions.
When you split a workfile transaction, the system:
Displays two new transactions.
The total amounts and units for the new transactions equal that of the transaction prior to the modification.
Moves a copy of the workfile transaction prior to the modification to the Billing Workfile History table (F4812H) for audit purposes.
Updates the sequence numbers to all the related workfile transactions.
The value in the Billing Control ID field (BCI) remains the same for the resulting workfile transactions. You can review the sequence numbers and billing control ID on the Internal Control Information form for this workfile transaction.
See Sequence Numbers.
Splits associated component workfile transactions.
When you split a workfile transaction with a hold code, the system assigns the hold code and released date information to the resulting new transactions.