The splitting of invoices is possible both in the capturing mask for your new invoices and in the approval process.
The last one is often relevant, because usually only the requesters can not decide to which cost centers or accounts the individual invoice items should be posted.
Therefore, the documents can be not only split in the requesting process, but also in the first approval step.
Splitting in the approvals is only possible in the First approval Step
All data that has already been entered previously when processing the invoice by administrators or requesters can no longer be changed by the approvers, but will be used for all further splits that are performed by the approvers.
The invoice is already split in the invoice requester view and all data such as G/L account, COST1, COST2 and BU key are already assigned before approval.
➔ The first approval step cannot split the invoice further.
The invoice is not split in the invoice requester view, all data such as G/L account, KOST1, KOST2 and BU key are assigned.
➔ The first approval step cannot further split the invoice or change any data.
The invoice is not split at all in the requester view and no data such as G/L account, KOST1, KOST2 and BU key are given.
➔ The First approval Step can split the invoice as many times as desired and add all data such as G/L account, KOST1, KOST2 and BU key.
The invoice is not split in the requester view but only a part of the data is prefilled. G/L account and BU are filled in. KOST1 and KOST2 remain empty.
➔ The First approval step can further split the invoice as often as required. The G/L account and BU key specified in the invoice receipt will be used for all further items. This cannot be changed. The first approver can only specify the data not previously specified, i.e. COST1 and COST2.
The invoice will be split in the requester view but only a part of the data will be prefilled. e.g.
Position 1 with G/L account & BU key but without KOST1 & KOST2
Position 2 with G/L account & BU key but without KOST1 & KOST2
➔ The first approver can not make any further splits, only add KOST1 & KOST2 in the already existing positions.