Carry Forward Purchase Orders with Future-Dated Shipments
Include purchase orders with future-dated shipments in the Carry Forward Purchase Order Budgetary Control Balances process. The process can carry forward purchase orders both with budget dates within the carry forward through date and with future-dated shipment dates. The future-dated shipments budget dates remain unchanged.
The Carry Forward Purchase Orders report has a new tab, Carry Forward Exclusions, with the details of purchase orders and shipments not carried forward.
Business benefits include:
- Reduces the number of purchase orders manually carried forward to the next budget year.
- Allows users to easily see which orders may need to be manually carried forward to the next budget year.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The Carry Forward Purchase Order Budgetary Control Balances process has changed from purchase-order-level processing to shipment-level processing.
All shipments of a purchase order eligible to be carried forward must pass final close and reopen, otherwise the entire purchase order won’t be carried forward.
A shipment will be carried forward when a shipment has:
- all budget dates before the finally close through budget date.
A shipment won’t be carried forward when a shipment has:
- all budget dates after the finally close through budget date.
- has a mix of budget dates, future-dated and before the finally close through budget date.
It is recommended that you create multiple shipments when you have multiple budget dates, so the purchase order is carried forward automatically.
Key Resources
Access Requirements
No changes.