Carry Forward Purchase Orders Report Performance Improvements

Use the new Carry Forward Purchase Orders reports to review large volumes of purchase orders carried forward to the next budget period.

The Carry Forward Purchase Orders Report has been restructured into three separate reports, providing a more organized and efficient framework for reviewing the summary, exclusions, and control budget results of the Carry Forward Purchase Order Budgetary Control Balances process.

The three new reports are:

• Carry Forward Purchase Orders Control Budget Summary Report
• Carry Forward Purchase Order Exclusions Report
• Carry Forward Purchase Orders Control Budget Details Report

The business benefit of these new reports is enhanced performance by eliminating redundant processes and streamlining data for quicker, more dependable analysis for large data sets.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• The summary report and exclusions report run automatically upon completion of the Carry Forward Purchase Order Budgetary Control Balances process.

• Drill down to the Carry Forward Purchase Orders Control Budget Details Report from the summary report, by clicking on the amount cell in the region, Amount by Budget Account, Budget Period, to see control budget result details such as:

  • Impact by budget account, period, and purchase order.

  • Details of the purchase orders and schedules carried forward.

• The three new reports can be run manually by navigating to Reports and Analytics > All Folders > Shared Folders > Financials > Budgetary Control and entering the Carry Forward Purchase Order Budgetary Control Balances request id.   

The Carry Forward Purchase Orders Report is still available in the folder and can be run manually if needed.

Budgetary Control Folder in Reports and Analytics

• Carry Forward Purchase Order Exclusions Report

To see additional purchase order details for purchase orders excluded due to the final close through date or a charge account filter, the report must be submitted manually with these parameter values:

• Display Excluded POs from PO Charge Account Filter = Yes
• Display Excluded POs from Final Close Date = Yes

Carry Forward Purchase Order Exclusions Report Parameters

Key Resources

• Purchase Order Carry Forward in Using Financials for the Public Sector guide
• Carry Forward Purchase Order Report in Using Financials for the Public Sector guide

Access Requirements

No new access requirements.