Skip Navigation
Search

Checking out and Accounting Codes

Accessing Accounting Codes at Checkout

  1. While checking out, click on Accounts Codes near the top

      ss

     
  2. In the Accounting Codes section, click edit to the far right

    ""

     
  3.  Continue below for State or Research Funds

State Funds

  1. For Account Source, click Select from profile values...

     
  2. In the dropdown menu, choose S for State Funds

     
  3. Scroll to the far right, for Fiscal YR-SUNY, click Select from profile values... and then from the dropdown menu, choose the appropriate fiscal year (do not type the year directly in the box--be sure to select from the dropdown)

     
  4. Under Acount-SUNY, click Select from profile values... and choose the correct account (do not type directy in the box--be sure to select from the dropdown)



    Split State Funds
    1. If you need to split funds with another State Account (you cannot split funds between State and Research Accounts), click add split
    2. "" 

       
    3. Near the right, select  % of Price (for State funds, only choose % of Price)

       
    4. For Account-SUNY in the new row, click Select from profile values... and choose the account number for the split (If you don't have access to the other split account, assign the cart to the appropriate person who has access)


       
  5. Click Save

Research Funds

  1. For Account Source, click Select from profile values

     
  2. In the dropdown menu, choose R for Research

     
  3. For Project Number, click Select from profile values... 

     
  4. A new window will open; in it, type the Project number in the Value box, click Search, select the correct value, and then click Save

     
  5. For Expenditure Major, click Select from profile values..., choose SUP if Supplies from the dropdown

     
  6. For Expenditure Minor, click Select from profile  values... and choose SUP Office Supplies from the dropdown

     
  7. Click Save 



    Split Research Funds
    1. If you need to split funds with another Research Account (you cannot split funds between Research and State Accounts), click Add Split

        ""

       
    2. On the right, select the type of split (% of Price, % of Qty, or Amount of Price)

       
    3. For Project-RF in the new row, click Select from profile values... and choose a different project number for the split (If you don't have access to the other project number, assign the cart to the appropriate person who has access)


        
  8. Complete Project, Task, and Award, and then click Save
Login to Edit