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purchasing:utilities:massdeleterequisitionrecords:requisitionnumber

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purchasing:utilities:massdeleterequisitionrecords:requisitionnumber [2017/04/05 20:35] – emorenopurchasing:utilities:massdeleterequisitionrecords:requisitionnumber [2020/10/27 19:57] (current) – emoreno
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 //**Purchasing > Utilities > Mass Delete Requisition Records > Requisition Number**// //**Purchasing > Utilities > Mass Delete Requisition Records > Requisition Number**//
  
-<WRAP round intro>This page is used to mass delete requisition records based on the selected requisition number. Old requisition records are periodically deleted to free up disk space after the requisitions have been processed.+<WRAP round intro>This tab is used to mass delete requisition records based on the selected requisition number. 
  
-**Note**:  Requisitions that have already become purchase orders can only be deleted if the purchase order balance is equal to zero. If requisitions that have not become purchase orders are being deleted, the program will reverse the pending requisitions in Finance, delete them, and also will delete any existing requisitions that have the following requisition status:+**Note**:  Requisitions that are already purchase orders can only be deleted if the purchase order balance is zero. If requisitions that are not purchase orders are being deleted, the pending requisitions are reversed in Finance, deleted, and any existing requisitions with the following requisition status are deleted: 
 +  * Returned 
 +  * Not submitted 
 +  * Voided/Reversed/Canceled 
 +  * Received all/Closed 
 + 
 +Requisitions to be deleted are based on the **Purchasing Accounting Period** field on the Finance > Tables > District Finance Options > Accounting Periods tab.  
 +  * If the purchasing accounting period is set for the next accounting period, only the requisitions created in the next accounting period are deleted. 
 +  * If the purchasing accounting period is set for the current accounting period, only the requisitions created in the current and previous accounting periods are deleted.
 </WRAP> </WRAP>
  
  
-====Mass delete zero balance accounts:====+====Mass delete records by requisition number:==== 
 + 
 +Under** Requisition Number Range**:
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^CY Original, CY Amended and CY Actual amounts must also be zero for an account to be deleted|{{page>general:massdeletezerobalancefield}}|+^From|Type the beginning of the range of requisition numbers to be deleted.|  
 +^To|Type the ending number of the range of requisition numbers to be deleted.|
  
-All available fund/year accounts are displayed on the left side of the page under **Funds/Yrs Available**. Select the desired fund/year accounts to mass delete for the next fiscal year. Use the following buttons to move the selected fund/years to the right side of the page. +VCV Click **Execute** to execute the process. The Mass Delete Requisition Record by Range report is displayed. [[general:printreport|Review the report.]]
  
-{{page>general:fourarrowbuttons}}+  * Click **Process** to continue. You are prompted to create an export.  
 +  * Click **Cancel** to return to the tab.     
 +    * Click **Yes** to create an export. 
 +    * Click **No** to continue the process without creating an export.
  
-^Execute|++Click to execute the process.|{{page>general:budgetprocessutility}}++|  
-  
-The Mass Lock/Unlock Funds Change Report is displayed. ++++Review the report.| {{page>general:printreport&inline}}++++   /*Inline folded include*/ 
  
-^Process|Click to delete the selected accounts. A message is displayed indicating that the process was successfully completed. Click **OK**.|  +<div indent>A message is displayed indicating that the process was completed. Click **OK**. 
-^Cancel|Click to return to the Mass Delete Zero Balance Accounts page without updating the selected accounts.|+</div> 
 + 
 + 
 +<WRAP box> 
 +**Note**: Requisitions are only deleted under the following conditions apply: 
 +  * The requisition has become a purchase order. 
 +  * The purchase order balance equals zero. 
 +  * All check transactions have been printed. 
 +  * The purchase order is fully liquidated. 
 +Requisitions that have yet to become a purchase order can only be reversed and deleted. 
 +</WRAP>
  
 +{{indexmenu_n>10}}
purchasing/utilities/massdeleterequisitionrecords/requisitionnumber.1491424517.txt.gz · Last modified: 2017/04/05 15:35 (external edit)

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