Documentation for Administrators

Purchase Orders

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The Purchase Orders screen is used for rolling and closing all open and pending POs as part of the end of year rollover process. Once the new fiscal year begins, all outstanding POs will need to be rolled in order to create new invoices for these POs in the new fiscal year. You will also need to close (Liquidate Remaining Balance) all POs that will not roll, which can be done from the same screen. Rolling a PO moves it to the next year, moves the encumbrance, and increases the budgeted amount by the amount of the remaining encumbrance.

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