Split Allocation Codes

Often times your payments will need to be split in to different allocation codes to apply a specific amount to a specific code within that payment amount. Split codes can also be changed to be applied to different codes.  

Split allocation codes within a payment as follows:

1. From the Allocation Codes screen; select the JFS 02820 field to apply a code to a payment.

2. For extended payments listed; the headings above the payments provide the option to select all payments, allocated, unallocated or deselect all. To apply to a specific payment; select the box next to the payment to apply these codes/numbers.

3. Click the Split link next to the payment(s). The Allocation Split Payment Request screen appears.

4. Select the allocation code from which you want to apply a split. Click the Add Allocation Value button.

5. The allocation code selected appears in the table above with a field to enter the amount to be allocated to that code.

6. Enter the dollar amount.

7. Continue steps 4 through 6 until the Total Unallocated Amount is $0.00

8. Click Save. You are returned to Allocation Codes screen.

9. To change the allocation codes split within a payment; select the Split link. The Allocation Split Payment Request screen appears.

10. Click the Remove link next to the allocation code amount. Repeat steps 4 through 6 until the Total Unallocated Amount is $0.00.

11. Click Save. You are returned to Allocation Codes screen.