Splitting charges for an item to different account codes

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I'm trying to setup an item with item type of "service" or "non-inventory". Would like to know how I can setup/split the charges for an item code for example, that costs $50 with $5 going to one account code and $45 going to another account code.

Thanks in advance for the help.

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JAngle 131 on at

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You need to use a different general product posting group on each document line. An item is set to use a default value from the item card. You would need a logic for changing this or do it manually.

If it was me and I wanted to avoid development I do this:

Create a purchase quote but use a custom document number like TEMP-PQ001. This is to indicate it’s different to the others. TEMP = template. Setup the quote with your split and assign the required general product posting group. Check the general posting setup to see which purchase account is used. Create a new PO and then use “Copy Document” and select the template purchase quote

Above idea over recurring purchase lines because the general product posting group isn’t an available field

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Community Member on at

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Thanks for the help, Josh.

I've created a purchase quote but I don't know how to split the amount and let it go to 2 different posting groups. I can't see any options under the Lines fast tab in the purchase quote page that will enable me to do the splitting. Cheers!

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Greg Enns 1,106 on at

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BC does not provide the ability to split a single line into multiple posting groups. You need 2 lines to accomplish that.

You probably want to go with 1 item line and 1 GL or Resource line.

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Dallefeld 211 User Group Leader on at

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This is not an unusual request, however, as others have stated there is no feature in BC to split a single item line into two general ledger accounts. I have seen customization that runs periodically (daily, weekly, monthly) that creates an accounting entry to split costs.

I could also suggest using a charge item for the $5 and though it will not post to a different general ledger account, you could use a report to pull those amounts from the value entry table and make an accounting entry.

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Community Member on at

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Thanks Greg Enns. Will try your solution and let you know.

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Community Member on at

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Thanks, Kim Dallefeld I'll also try to use reports to retrieve the split amount.

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