general:financeeoyprocess:performpurchasingmaintenance
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| general:financeeoyprocess:performpurchasingmaintenance [2020/08/11 18:31] – emoreno | general:financeeoyprocess:performpurchasingmaintenance [2023/05/09 14:56] (current) – emoreno | ||
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| If your LEA uses the next year Purchasing feature, move all purchase orders and requisitions that were created in next year Purchasing to Finance and current year Purchasing. | If your LEA uses the next year Purchasing feature, move all purchase orders and requisitions that were created in next year Purchasing to Finance and current year Purchasing. | ||
| + | {{: | ||
| The **Requisition Accounting Period in Current Finance** field is display only and is populated by the requisition accounting period data from the [[finance: | The **Requisition Accounting Period in Current Finance** field is display only and is populated by the requisition accounting period data from the [[finance: | ||
| - | VCV In the **PO Date** field, type 07-01-2020 for June year-end LEAs or 09-01-2020 for August year-end LEAs. | + | VCV In the **PO Date** field, type 07-01-20XX for June year-end LEAs or 09-01-20XX for August year-end LEAs. |
| VCV Select **Move Next Year Requisitions to Current and Update Finance** to transfer all next year requisitions to the current year and update the Finance general ledger. | VCV Select **Move Next Year Requisitions to Current and Update Finance** to transfer all next year requisitions to the current year and update the Finance general ledger. | ||
| - | VCV Click **Execute**. The Over Expend Report is displayed if you have account codes that are over budget. Review and print the report. | + | VCV Click **Execute**. The Over Expend Report is displayed if you have account codes that are over budget. Review and print all of the reports. |
| VCV Click **Continue**. The Move Next Year Requisitions to Current Year report is displayed. Use this report to determine if budget amendments need to be done in Finance. | VCV Click **Continue**. The Move Next Year Requisitions to Current Year report is displayed. Use this report to determine if budget amendments need to be done in Finance. | ||
| - | VCV Click **Process**. You are prompted to create a [[general: | + | VCV Click **Process**. The following message is displayed indicating that the process was successfully completed. |
| VCV Click **OK** to close the message box. | VCV Click **OK** to close the message box. | ||
general/financeeoyprocess/performpurchasingmaintenance.1597170677.txt.gz · Last modified: 2020/08/11 13:31 (external edit)