Editing a Distribution Pattern

If you need to change information in a distribution pattern, you can edit it.

This task assumes that you know how to use the Table Editor. (For more information, see “Horizon Table Editor” in the “Getting Started” chapter of the System Administration Guide.)

Whenever you make a change to Horizon setup, you should exit Horizon and restart it on any workstation where you want the change to take effect.

Effects

Horizon changes the distribution information for the pattern that you change.
Horizon does not change the distribution information for PO lines that have already been created using the distribution pattern.
The next time that you use a PO template that has the edited distribution pattern assigned, Horizon uses the distribution pattern with its changes.

To edit a distribution pattern

1 Open thepo_line_item_pattern view in the Table Editor.

Horizon displays the List PO Line Item Pattern window.

2 Choose the distribution pattern you want.

Horizon displays the Edit PO Line Item Pattern window:

3 Change these fields, as necessary:

Field

Action

Location

Do one of these options:

If you want to specify a location for this distribution pattern, enter the location code for which the item is being ordered.
If you want to use the location on the PO header, leave the field blank.

Ship To Address

Do one of these options:

If you want to specify a shipping address for this distribution pattern, enter the shipping address code for the location.
If you want to use the shipping location on the PO header, leave the field blank.

Collection

If you choose to create copy or item records in Acquisitions, enter the collection code that you want to assign to copy or item records created from the purchase order.

IType

Enter the item type code you want to assign to the item records.

4 For the Pattern Budgets group, do these steps:

To do this

Do this

Add a new budget and percent

1 Click New.
2 In the Account field, enter the budget code you want to use. (For example, enter “mainacq”.)
3 In the Percent field, enter a percentage of the PO line or item amount that should come from the budget you entered in the “Account” field. (For example, enter “50” if you want 50 percent of the PO line amount to come from the “mainacq” budget.)

Important: If you split a PO line amount between budgets, you must be sure that you enter the other budget or budgets between which you want to split the amounts. Also, you must manually add together the percentages between all of the budgets to be sure that their total equals 100 percent. Horizon does not check this for you here, but if you try to apply this distribution pattern without all of the budget splits equaling 100 percent, then Horizon does not let you save the PO line.

Edit a budget and percent

1 Choose the budget you want from the list.
2 In the Accountfield, enter the budget code you want to use.
3 In the Percent field, enter a percentage of the PO line or item amount that should come from the budget you entered in the “Account” field. (For example, enter “50” if you want 50 percent of the PO line amount to come from the “mainacq” budget.)

Important: If you split a PO line amount between budgets, you must be sure that you enter the other budget or budgets between which you want to split the amounts. Also, you must manually add together the percentages between all of the budgets to be sure that their total equals 100 percent. Horizon does not check this for you here, but if you try to apply this distribution pattern without all of the budget splits equaling 100 percent, then Horizon does not let you save the PO line.

Delete a budget and percent

1 Choose the budget you want from the list.
2 Click Delete.
5 Save your changes.

 


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