New guide available for organizations that will create requisitions and POs for next fiscal year

posted May 18, 2016, 4:55 PM by Peyri Herrera
These are the requirements when creating next fiscal year requisitions and purchase orders (sourced from a requisition or direct ones):
  1. Your organization will decide if you will create requisitions and/or purchase orders (POs) for the new fiscal year prior to the current fiscal year closing.

  2. Make sure that the GL REQ and/or PO period is open for Period 1 of the new fiscal year (submit request to SDCOE Financial Accounting) and you have a budget entered for the period.

  3. ChartStrings must be available in the new fiscal year.

  4. You must enter July dates in all date fields for both Requisitions and POs. Your organization will decide the date to enter requisitions/POs for the new fiscal year.
If your organization will enter requisitions and/or POs for next fiscal year, please refer to the 10-page guide called Requisitions and POs for Next Fiscal Year v1.0.pdf for guidance. This document provides screenshots of the date fields where you must enter July dates. It also lists recommended queries and provides useful scenarios. This is a new document that was published by the CRC today, Wednesday, May 18, 2016.

Guide