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general:purchasingchecklists:nextyearpurchasingchecklist
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Next Year Purchasing Checklist
This checklist provides you with the recommended steps to create and manage next year requisitions.
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1. Use the following Budget pages to begin managing next year Purchasing: |
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- 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
4. Finance > Utilities > Fiscal Year Processing > Clear/Move NYR Requisitions to CYRor Budget > Utilities > Clear/Move NYR Requisitions to CYR
5. Print the following Finance reports to verify information:
● FIN1400 - Detail General Ledger
● FIN1600 - Batch Process Balance Error Listing
● FIN2150 - Outstanding Purchase Orders
general/purchasingchecklists/nextyearpurchasingchecklist.1558464149.txt.gz · Last modified: 2019/05/21 13:42 (external edit)