Purpose

This document provides steps and information for creating a FY19 PO by copying from a Closed FY 18 PO.


Description

Departments must review Closed FY18 POs before creating a new FY19 POs to validate that the details of the POs are accurate and the POs were issued by their department.


How to View a Closed PO

A PO that has been closed isn’t viewable on the Maintain Purchase Order page (Navigation: Main Menu > Purchasing > Purchase Orders > Add/Update POs). The PO Status for closed POs is Compl and the Line Status is Closed.

  1. Navigate to: Main Menu > Purchasing > Purchase Orders > Review PO Information > Purchase Orders

  2. Click the Find an Existing Value tab

  3. Enter the PO ID in the PO ID field

  4. Click Search

Please note the following guidelines for creating FY19 POs using the steps in this job aid:

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

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

  • Before submitting FY19 POs for approval departments must validate that the Contract IDs associated with PO lines are correct