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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Worktag Split Templates

Steps: Set Up Worktag Split Templates

  • Review setup considerations for Worktag Split Templates.
  • Security:
    Set up: Worktag Split Allocation Template
     domain in the Supplier Accounts functional area.
You can create worktag split templates and template criteria to apply to supplier invoices, and invoice adjustments at the line. Using templates saves you time by automatically allocating line splits by amount.
  1. To restrict access to the worktag split template tasks:
    • Set up unconstrained security groups by organizational role, such as Accounts Payable Specialist.
    • Grant the security groups permission to the
      Set up: Worktag Split Allocation Template
       domain.
  2. Access the
    Create Worktag Split Template Restrictions
     task.
    Create restrictions for worktag split templates. You can restrict template criteria to a company or company hierarchy.
    Security:
    Set up: Worktag Split Allocation Template
     domain in the Supplier Accounts functional area.
  3. Access the
    Create Worktag Split Template
     task.
    Create worktag split templates to apply to supplier invoices or invoice adjustments.
    • Select the
      Shared with all authorized users
       option to enable all users with access to the
      Set up: Worktag Split Allocation Template
       domain to access the worktag split template tasks.
    • Select the
      Shared with specific users and groups
       option to restrict access to a template according to company needs.
    Security:
    Set up: Worktag Split Allocation Template
     domain in the Supplier Accounts functional area.