Editing Charge Account

Abbie Shellist
24 steps
2 minutes

Oracle Cloud

Alert! The account that populates in your requisition is the account that you set as your primary account in your preferences. You will have the option to select a different charge account that you set up in preferences, or you can enter a brand new charge account.

After you have added items to your cart, you can hover over the charge account on the right side of the screen to see the combination details.

There are two places where you can update the charge account; either on the line item level (you will want to do it here if you intend to split a line item between accounts) or the requisition summary screen.

Click here.

Click "Edit" to change the charge account or split to split the line item between two charge accounts.

Here you can choose the dropdown to select another account that you have already set up in your preferences.

Or you can enter a new account by clicking the "Enter charge account number" field.

Click the "Charge To" field.

You can delete the information in the charge to field and begin entering the new charge account number.

Type " [[delete]]"

You can type in numbers or text and you will see a dropdown of choices. Make your selection and the next part of the charge account will open. You dop not need to tab or hit enter.

Click "01"

Next, pick the fund by entering the number or by using text

Type your department code in or use text

Alert! The next step is the account segment of the charge account. This segment named account, is what we used to know as the GL code. You will need to select the correct account (GL code) for the type of purchase you are making.

Enter the account number or use text

Select the program

Select the activity

Select the InterCo

Select the Future

Tip! For some accounts, the InterCo and Future will be default (00 and 0000)

Click "Update"

Click here.

You can also change your charge account by clicking on edit on the requisition summary

Follow the steps listed above.

Tip! If you have your charge account on a Word or Excel document, you can copy and paste it into the charge account field.

Click "Update"

Editing Charge Account

Abbie Shellist
24 steps
2 minutes

Oracle Cloud

After you have added items to your cart, you can hover over the charge account on the right side of the screen to see the combination details.

Click here.

Click "Edit" to change the charge account or split to split the line item between two charge accounts.

Here you can choose the dropdown to select another account that you have already set up in your preferences.

Or you can enter a new account by clicking the "Enter charge account number" field.

Click the "Charge To" field.

You can delete the information in the charge to field and begin entering the new charge account number.

Type " [[delete]]"

You can type in numbers or text and you will see a dropdown of choices. Make your selection and the next part of the charge account will open. You dop not need to tab or hit enter.

Click "01"

Next, pick the fund by entering the number or by using text

Type your department code in or use text

Enter the account number or use text

Select the program

Select the activity

Select the InterCo

Select the Future

Tip! For some accounts, the InterCo and Future will be default (00 and 0000)

Click "Update"

Click here.

You can also change your charge account by clicking on edit on the requisition summary

Follow the steps listed above.

Tip! If you have your charge account on a Word or Excel document, you can copy and paste it into the charge account field.

Click "Update"