Split budget-controlled requisition lines that aren't charged to projects

Redwood Platform

Split requisition lines that are subject to budgetary controls or encumbrance accounting provided that the requisition isn't charged to a project.

As a buyer, when you take this action, the application creates new requisition lines, copies the original line data, unreserves funds on the original line, and attempts to reserve funds on the new lines. If funds cannot be reserved, the split lines are canceled, and the split action is not completed. All split-related activities are recorded in Document History.

These screenshots illustrate the feature.

Split action enabled for budget-controlled requisition lines

Error if split can't be performed

If the split can't be completed, the cancellation reason is populated for the split lines both in the requisition details screen and in document history.

Cancellation reason populated with funds reservation failure message

Cancelled lines recorded on the Document History page

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

• Splitting budget-controlled requisition lines from Contract Fulfillments isn't currently supported.
• Awarding a single budget-controlled requisition line to multiple suppliers in Oracle Sourcing and creating purchasing documents for the split requisition line isn't currently supported.
• If the requisitioning business unit requires approvals for buyer-modified lines, and a budgetary control error is encountered after approvals, the buyer will receive an FYI notification with the Requisition Lines Rejected status and the reason for the rejection. The original requisition line is returned to the buyer's work queue.
• Approvers cannot edit the split requisition lines during approval.
• After a requisition line is split, the original line is retained with a zero-transaction amount for Budgetary Control purposes.
• When the total amount across all new split lines equals the original line amount, the total reserved amount on the new requisition lines remains unchanged.
• During a line split, the original encumbrance accounting amounts are reversed, and new encumbrance accounting entries are created for each of the new split lines to reflect the updated distribution.

Access requirements

No specific privileges are needed to split budgetary-controlled requisition lines.