What This Process Does

  • This report will change the fiscal year individually or in mass for undistributed, non purchase order vouchers.
  • Undistributed amounts in Financial management will be updated with the new fiscal year.


Best Practice

  • Individual Change - If only one voucher needs to be changed, it is best to query the voucher and use the Change button on the Accounting Tab.


Requirements

  • Active Fiscal Year - The fiscal year file (FINYEAR) for the year you wish to change to must be active.
  • PO Vouchers - To maintain the link between purchase order vouchers and purchase orders, PO vouchers are excluded from this process.
  • Undistribution - The vouchers selected must be undistributed. To Undo Voucher Distribution: Procurement → Vendor Payments → Maintenance →Undo → Voucher Distribution


Change Fiscal Years

  1. Procurement → Vendor Payments → Maintenance → Change / Set → Change Fiscal Years


  1. From the Range Tab: Enter the new fiscal year and range as needed to select the voucher(s).
  2. Click Select (Process wheel).
  3. A report will generate. If accurate, click Cancel and set your flags by clicking Write to Database (Process wheel).


FIELDSOpt.Rec.Req.Description
Change Fiscal Year in Vouchers To——♦Type in the new fiscal year
Entry Date—♦—Entry Date of vouchers
Range Criteria♦——Range accordingly if you wish to change the fiscal year on one voucher or multiple vouchers
Opt. = Optional  Rec. = Recommended  Req. = Required


Required after Change

  • Once the fiscal year has been changed, it is required that both fiscal years (changed from and changed to) be zeroed and re-established in Vendor Payments. To perform both, click on the links below in the order they appear: