Purpose

This document provides steps and information for creating a FY19 POs before July 1, 2018. Users must enter 7/1/2018 as the Accounting Date and use the PO Defaults to override the Accounting Date on all PO lines. If users don’t use the PO Defaults to override the Accounting Date the Budget Date for the first PO distribution line will default to the current date.


Description

Please note the following guidelines for creating FY19 POs before July 1, 2018:

  • FY19 POs can be entered directly or copied from Contracts

  • FY19 POs should not be copied from FY18 Requisitions. This will result in a Pre-Encumbrance in FY18 and an Encumbrance in FY19

  • Before submitting FY19 POs for approval departments must validate that the Budget Date for all PO lines is July 1, 2018

  • Before submitting FY19 POs for approval departments must validate that all Chartfield values are valid

  • Before submitting FY19 POs for approval departments must validate that the default 10180 Billing Location is updated

  • The earliest date to submit FY19 POs for approval is July 1, 2018

  • Departments will not be able to submit FY19 Requisitions before July 1, 2018

Important: PO Approvers must run the FSP_PO_BUDGET_DT_DISCREPANCY query before approving any FY19 POs that were created before 7/1/2018. If any of the PO lines have a FY18 Budget Date the PO must be updated to correct the Budget Date to 7/1/2018