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finance:utilities:fiscalyearprocessing:masspurchaseorderreversal:reversepobyfund

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finance:utilities:fiscalyearprocessing:masspurchaseorderreversal:reversepobyfund [2017/07/31 15:07] – created emorenofinance:utilities:fiscalyearprocessing:masspurchaseorderreversal:reversepobyfund [2022/08/02 16:20] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Breadcrumbs > Breadcrumbs**//+//**Finance > Utilities > Mass Purchase Order Reversal > Reverse PO by Fund**//
  
-<WRAP round intro>Include the short page introduction here.</WRAP>+<WRAP round intro>This utility is used to mass reverse purchase orders by fund from either Finance or Purchasing. The following rules apply to purchase order reversals: 
 +  * Purchase orders created in Finance can be mass reversed in Finance or Requisition. 
 +  * Purchase orders created in Purchasing can be mass reversed in Finance or Requisition. 
 +  * Purchase orders created in the next accounting period can only be mass reversed in the next accounting period. 
 +  * Purchase orders created in the current accounting period can be mass reversed in either the current or next accounting period. 
 +If a purchase order has transactions for multiple funds, only those transactions associated with the selected fund are reversed. 
 +The export file must have been run before the reversal can be performed. The export process allows you to export a copy of the current finance and requisition tables to an archive prior to performing the reversal. Users are allowed to update accounts by their user IDs.</WRAP>
  
  
-====Modify a record:====+====Mass reverse purchase orders by fund:====
  
-++++Select a student | {{page>general:select_a_student&inline}} ++++  /*Inline folded include*/+All available fund/year accounts are displayed on the left side of the page. 
  
 +VCV Select the fund/year accounts to mass reverse. 
  
-^ Field                                        ^ Description   ^  /*Table with two rows*/ +VCV Use the following buttons to move the selected fund/years to the right side of the page. 
-^Campus ID|++|{{page>general:campus_id}}++|  /*Folded include*/ +
-^ Pass/Fail|{{page>general:pass_fail}}|      /*Include, not folded*/ +
- +
-Click **Save**.<WRAP box>**NOTE:</WRAP>  +
- +
- +
-====Other functions and features:==== +
- +
-^{{:tsds:images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:delete_a_row}}++|  /*Table row with text link*/ +
  
  
 +{{page>general:fourarrowbuttons}}
  
  
 +{{page>general:execute:finance_mass_reverse_po_fund_year}}
  
 +<WRAP box> **Notes**:  
  
 +  * At the completion of the reversal process, the encumbrance transaction reason column is automatically populated with MASS REVERSAL.
 +  * Requisitions are only deleted if the following conditions apply:
 +    * The purchase order balance equals zero.
 +    * All check transactions have been printed.
 +    * The purchase order is fully liquidated.
 +</WRAP>
  
 +{{indexmenu_n>5}}
finance/utilities/fiscalyearprocessing/masspurchaseorderreversal/reversepobyfund.1501513670.txt.gz · Last modified: 2017/07/31 10:07 (external edit)

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