finance:utilities:fiscalyearprocessing:masspurchaseorderreversal:reversepobyfund
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| finance:utilities:fiscalyearprocessing:masspurchaseorderreversal:reversepobyfund [2017/08/15 15:28] – emoreno | finance:utilities:fiscalyearprocessing:masspurchaseorderreversal:reversepobyfund [2022/08/02 16:20] (current) – emoreno | ||
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| - | //**Breadcrumbs | + | //**Finance |
| - | <WRAP round intro>Include | + | <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.</ | ||
| - | ====Modify a record:==== | + | ====Mass reverse purchase orders by fund:==== |
| - | All available fund/year accounts are displayed on the left side of the page. Select the desired fund/year accounts to mass reverse. Use the following buttons to move the selected fund/years to the right side of the page. | + | All available fund/year accounts are displayed on the left side of the page. |
| + | VCV Select the fund/year accounts to mass reverse. | ||
| - | {{page> | + | VCV Use the following buttons to move the selected fund/years to the right side of the page. |
| - | ^Execute|Click to mass reverse the selected funds. The Mass Purchase Order Reversal Report Fund/Year report is displayed. The report displays the purchase orders with the amounts and accounts codes to be reversed. ++Review the report. |{{page> | + | {{page> |
| - | ^Process|++Click to mass reverse the selected funds/ | + | |
| - | ^Cancel|Click to return to the Reverse PO by Fund tab without reversing the selected funds/ | + | |
| + | {{page> | ||
| + | <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. | ||
| + | </ | ||
| + | {{indexmenu_n> | ||
finance/utilities/fiscalyearprocessing/masspurchaseorderreversal/reversepobyfund.1502810884.txt.gz · Last modified: 2017/08/15 10:28 (external edit)