Wiki source code of 5.6.2 Document Level Responsibilities
Last modified by Admin User on 2023/06/30 10:27
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| 1 | === 5.6.2 Document Level Responsibilities === | ||
| 2 | Financial Tracking responsibility may be changed at the Requisition Level, Order Level, or at the individual Line Item Level. Depending on __where__ and __when__ these changes are made will affect your requisition differently. Each level is described below: | ||
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| 4 | **Requisition Level:** Changing Financial Tracking** **information at the Requisition Level** **will affect __**all items on all orders**__ within the entire requisition. | ||
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| 6 | **Order Level:** Changing Financial Tracking** **information at the Order Level** **will override the requisition level default and only affect __**the individual order**__ and all the items on it. | ||
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| 8 | **Line Level:** Changing Financial Tracking** **information at the Line Item Level** **overrides both the requisition and order level defaults, and affects only that __**single line item**__. At line level you are additionally able to **split the cost** over a maximum of five different account code combinations. | ||
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| 10 | It is important that changes to financial tracking codes and tax treatments are made in the **correct order**, so as to avoid inadvertently overtyping a previous change. |