Checking out and Accounting Codes

Accessing Accounting Codes at Checkout

1. While checking out, scroll down to Accounting Codes section
   
    
2. In the section, click the pencil on the far right to edit
   
   
   
    
3.  Continue below for State or Research Funds

State Funds

1. For Account Source, click the blue arrow to select from profile values...
   
    
2. In the dropdown menu, choose S for State Funds
   
    
3. Scroll to Fiscal YR-SUNY, click the blue arrow 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 Account-SUNY, click the blue arrow and choose the correct account
   
   

   Split State Funds

5. If you need to split funds with another State Account (you cannot split funds between State and Research Accounts), click the + icon at the bottom right corner
   
   
   
    
6. Near the right, select  % of Price (for State funds, only choose % of Price). Make sure it adds up to 100%
   
    
7. For Account-SUNY in the new row, click the blue arrow 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)
   
   
   
   
8. Click Save

Research Funds

1. For Account Source, click the blue arrow
   
    
2. In the dropdown menu, choose R for Research
   
    
3. For Project Number, click the blue arrow
   
    
4. Select the desired account number
   
   
   
   
5. For Task-RF, click the blue arrow and choose from the drop-down. If there is only one task, it will automatically fill in.
   
    
6. For Expenditure Major, click the blue arrow and choose SUP if Supplies from the dropdown. For other orders, choose accordingly
   
    
7. For Expenditure Minor, click Select from profile  values and choose SUP Office Supplies from the dropdown if office supplies. For other orders, choose accordingly
   
    
8. Click Save 
   
   

   Split Research Funds

9. If you need to split funds with another Research Account (you cannot split funds between Research and State Accounts), click the + icon at the bottom right corner
   
    
   
    
10.  On the right, select the type of split (% of Price or % of Qty)
    
     
11.  For Project-RF in the new row, click the blue arrow 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)
    
    
    
    
12.  Complete Project, Task, and Award, and then click Save