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general:purchasingchecklists:nextyearpurchasingchecklist [2019/05/21 18:41] – emorenogeneral:purchasingchecklists:nextyearpurchasingchecklist [2023/02/24 16:28] (current) – emoreno
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-======Next Year Purchasing Checklist======+======ASCENDER - Next Year Purchasing Checklist======
  
 <div #message></div> <div #message></div>
  
-<WRAP round intro>This checklist provides you with the recommended steps to create and manage next year requisitions.+<WRAP box #no-print>{{:images:printer2.jpg|printer icon}}[[general:purchasingchecklists:nextyearpurchasingchecklist 
 +?do=export_pdf&toclevels=2-3&book_title=Next Year Purchasing Checklist| Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
 +<WRAP round intro>The purpose of this document is to guide you through the necessary steps to create and manage next year requisitions.
  
-^VCV|| +This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]]. 
- +</WRAP>
-  - In District Administration, visit the following pages: +
- +
-●      District Administration > Utilities > Mass Update User Accounts By Fund +
- +
-●      District Administration > Purchasing Options +
- +
-●      Accounts +
- +
- +
- +
-  +
- +
-3.    In Purchasing, visit the following pages: +
- +
-●      Purchasing > Maintenance > Create/Modify Requisition, Next Year +
- +
-●      Purchasing > Maintenance > Approve Requisition, Next Year +
- +
-●      Purchasing > Maintenance > Reverse Purchase Order, Next Year +
- +
-●      Purchasing > Maintenance > Requisition Status Inquiry, Next Year +
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-4.    Finance > Utilities > Fiscal Year Processing > Clear/Move NYR Requisitions to CYRor Budget > Utilities > Clear/Move NYR Requisitions to CYR     +
- +
-  +
  
- +{{page>general:image_example_message}}
  
-5.    Print the following Finance reports to verify information:+----
  
-●      FIN1400 - Detail General Ledger 
  
-●      FIN1600 - Batch Process Balance Error Listing+^VCV|{{page>general:nextyearpurchasing_checklist_step1}}| 
 +^VCV|{{page>general:nextyearpurchasing_checklist_step2}}| 
 +^VCV|{{page>general:nextyearpurchasing_checklist_step3a}}| 
 +^VCV|{{page>general:nextyearpurchasing_checklist_step3}}| 
 +^VCV|{{page>general:nextyearpurchasing_checklist_step4}}| 
 +^VCV|{{page>general:nextyearpurchasing_checklist_step5}}|
  
-●      FIN2150 - Outstanding Purchase Orders 
general/purchasingchecklists/nextyearpurchasingchecklist.1558464075.txt.gz · Last modified: 2019/05/21 13:41 (external edit)

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