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finance:utilities:fiscalyearprocessing:clearmovenyrrequisitionstocyr

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finance:utilities:fiscalyearprocessing:clearmovenyrrequisitionstocyr [2020/08/17 22:04] – emorenofinance:utilities:fiscalyearprocessing:clearmovenyrrequisitionstocyr [2022/07/21 20:16] (current) – emoreno
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 <WRAP round intro>This utility is used to clear or move all next year requisitions and purchase orders to the current year. As requisitions and purchase orders are created in the next year, they validate against the account codes, but not against the **Next Year Approved** column in Budget. Next year requisitions and purchase orders can be created for amounts that exceed what has been approved in Budget. All requisitions and purchase orders are posted, even if it results in exceeding the appropriated amount. The move also updates current requisition tables so they can be accessed and processed as needed. <WRAP round intro>This utility is used to clear or move all next year requisitions and purchase orders to the current year. As requisitions and purchase orders are created in the next year, they validate against the account codes, but not against the **Next Year Approved** column in Budget. Next year requisitions and purchase orders can be created for amounts that exceed what has been approved in Budget. All requisitions and purchase orders are posted, even if it results in exceeding the appropriated amount. The move also updates current requisition tables so they can be accessed and processed as needed.
-**Note**:  The Move Budget to Finance function must be performed before this function is processed.  ++++Additional notes| {{page>general:clear_move_additional_notes&inline}}++++  /*Inline folded include*/</WRAP>+**Note**:  The Move Budget to Finance function must be performed before this function is processed.  ++++Additional notes| {{page>general:clear_move_additional_notes&inline}}++++  </WRAP>
  
 This function can be performed on the following two pages: This function can be performed on the following two pages:
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 VCV Click **Execute** to execute the process. When the process is completed, the Clear Next Year Requisitions or Move Next Year Requisitions to Current Year report is displayed. [[general:printreport|Review the report.]] VCV Click **Execute** to execute the process. When the process is completed, the Clear Next Year Requisitions or Move Next Year Requisitions to Current Year report is displayed. [[general:printreport|Review the report.]]
  
-VCV Click **Process** to remove all next year requisitions from the database, or to write all next year requisitions to the current year and the Finance general ledger.  A message is displayed indicating that the process was successfully completed. Click **OK**+  * Click **Process** to remove all next year requisitions from the database, or to write all next year requisitions to the current year and the Finance general ledger.  
 +  * Click **Cancel** to return to the Clear/Move NYR Requisitions to CYR page without clearing/moving any next year requisitions.
  
-VCV Click **Cancel** to return to the Clear/Move NYR Requisitions to CYR page without clearing/moving any next year requisitions.+<div indent>A message is displayed indicating that the process was completed successfully. Click **OK**. 
 +</div>
  
 <WRAP box>**Notes**: <WRAP box>**Notes**:
-  * When moving next year requisitions to current year, the general journal **JV Number Description** automatically populates with REQ plus the requisition number.   +  * When moving next year requisitions to the current year, the general journal **JV Number Description** automatically populates with REQ plus the requisition number.   
-  * When moving next year requisitions to current year, the **Reason** automatically populates with the purchase order reason for those purchase orders that have already become purchase orders.+  * When moving next year requisitions to the current year, the **Reason** automatically populates with the purchase order reason for those purchase orders that have already become purchase orders.
   * Requisitions will not be processed if the **Current (Open) Accounting Period** and the **Requisition Accounting Period** fields are the same, and **Current Accounting Period Close** is selected on the District Finance Options page.   * Requisitions will not be processed if the **Current (Open) Accounting Period** and the **Requisition Accounting Period** fields are the same, and **Current Accounting Period Close** is selected on the District Finance Options page.
-  * Requisitions are not processed if end-of-month closing is being processed.+  * Requisitions are not processed if the end-of-month closing is being processed.
 </WRAP>  </WRAP> 
  
finance/utilities/fiscalyearprocessing/clearmovenyrrequisitionstocyr.1597701851.txt.gz · Last modified: 2020/08/17 17:04 (external edit)

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