Carry Forward Purchase Order Report

Once the Carry Forward Purchase Order Budgetary Control Balances process completes, the Carry Forward Purchase Order report lists the budget impact of the purchase orders that were carried forward.

You can also rerun the report from the Report and Analytics task in the Financials > Budgetary Control folder.

This report has four layouts:

• Summary
• Control Budget Impact
• Control Budget Account Impact
• Carry Forward Exclusions

Carry Forward Purchase Order Report Summary

The summary tab shows these items:

• Number of purchase orders and schedules carried forward and not carried forward
• Control budget amounts by period
• Budget import summary
  • The budget import status will indicate cases where the budget wasn’t imported.

Suggested Actions On Budget Not Imported

Import Status	Description	Actions
Not Attempted	The budget import wasn’t attempted. Reasons: There is more than one control budget with the same source budget, or the control budget is a project or EPM control budget.	Manually enter the budget amounts by control budget using the Enter Budgets in Spreadsheet task. If the control budget is a project or EPM control budget, manually enter the budget amounts in the source module.
Failure	There was a budgetary control validation error during the budget import. Failures: budget period isn’t open, budget adjustments aren’t allowed	After correcting the validation error manually import the budget amounts Manually enter the budget amounts by control budget using the Enter Budgets in Spreadsheet task. Or by source budget using the budget interface.

• Purchase order listing with one or more schedules not carried forward
  • Purchase orders with a mix of schedules carried forward and not carried forward due to the PO charge account filter or schedules with different budget dates.
  • No schedules are carried forward for purchase orders with a final close or reopen error since all schedules of a purchase order must pass final close and reopen.

Control Budget Impact

The Control Budget Impact tab lists these items:

• Control budget amount impact by period
• Control budget amount impact by budget account and period
• Details of the purchase orders carried forward
  • Purchase Order Error Details
  • Excluded Purchase Order Details due to Finally Close

Control Budget Account Impact

The Control Budget Account Impact tab lists these items:

• Control budget amount impact by budget account and period
• Control budget amount impact by budget account and the purchase orders carried forward
• Details of the purchase orders carried forward by control budget and budget account

Carry Forward Exclusions

The Carry Forward Exclusions tab lists these items:

• Excluded Purchase Orders due to Final Close or Reopen Errors

  Message	Description	Actions
  The purchase order can't be finally closed because it didn't pass budgetary control validations.	There was a budgetary control validation error during the final close of the purchase order. The message details include the error. Failures: control budget status isn’t in use, budget period isn’t open.	After correcting validation error, rerun the Carry Forward Purchase Order Budgetary Control Balances or Manually final close and then reopen the purchase order with the new budget date.
  The project burden of the purchase order can't be finally closed because it didn't pass budgetary control validations.	There was a budgetary control validation error for the project burden during the final close of the purchase order. The message details include the error.	After correcting validation error, rerun the Carry Forward Purchase Order Budgetary Control Balances or Manually final close and then reopen the purchase order with the new budget date.
  The purchase order can't be reopened because it didn't pass budgetary control validations.	There was a budgetary control validation error during the reopen of the purchase order. The message details include the error. Failures: control budget status isn’t in use, budget period isn’t open	After correcting validation error, rerun the Carry Forward Purchase Order Budgetary Control Balances or Manually final close and then reopen the purchase order with the new budget date.
  The project burden of the purchase order can't be reopened because it didn't pass budgetary control validations.	There was a budgetary control validation error for the project burden during the reopen of the purchase order. The message details include the error.	After correcting validation error, rerun the Carry Forward Purchase Order Budgetary Control Balances or Manually final close and then reopen the purchase order with the new budget date.
  There is no budgetary control activity to carry forward.	There was no budgetary control activity during final close of the purchase order.	No action required or Manually final close and then reopen the purchase order with the new budget date if you want to reserve funds for this purchase order in the new budget year.
  The reopen sub process failed because it can’t find a control budget to reserve funds. The final close sub process is returned/reset to previous values.	There was no budgetary control activity during the reopen of the purchase order. Typical reasons: Period range of the control budget the balance is being carried forward to hasn’t been extended, control budget hasn’t been created, or the Control level is set to None.	Update the control budget and rerun the Carry Forward Purchase Order Budgetary Control Balances or When the control level is set to none correctly, manually final close and then reopen the purchase order with the new budget date if you want the budget date to be updated to the new budget year.
  A purchase order carry forward activity exists for the summary budget but not for the source budget. The budget won't be updated for the summary budget.	The purchase order impacted the summary control budget but not the detail control budget as the detail control budget is set with control level as none. The budget can’t be created as for the summary control budget since it comes from the detail control budget.	Update the control budget settings so that the detail and summary control budget are consistent. After correcting the setup, rerun the Carry Forward Purchase Order Budgetary Control Balances or Manually final close and then reopen the purchase order with the new budget date.
  A purchase order carry forward activity exists for the source budget but not for the summary budget. The budget should not be updated for the summary budget.	The purchase order impacted the detail control budget, but didn’t impact the summary control budget and therefore isn’t created as the budget balances will be out of sync.	Update the control budget settings so that the detail and summary control budget are consistent. After correcting the setup, rerun the Carry Forward Purchase Order Budgetary Control Balances or Manually final close and then reopen the purchase order with the new budget date.

• Excluded Purchase Order Schedules due to Finally Close Through Date or Purchase Order Charge Account Filter

  Message	Description	Actions
  The schedule can't be finally closed because the distribution budget date is after the carry-forward cutoff date.	The budget date of one of the distributions is after the budget date selected for the final close.	No action required as carry forward is not required for a shipment with budget date after carry-forward cutoff date or If some of the distributions are before the budget date, manually update the distribution with the new budget date.
  The schedule can't be finally closed because the distribution charge account doesn't match the account selection criteria that's specified for this process.	The PO charge account of one of the distributions doesn’t match the PO Charge Account Filter values selected.	No Action required as these are the filters selected while running the process or If some of the distribution within the shipment are required to be carried forward, manually update the distribution with the new budget date.