RDA Systems Inc

Requirement

• Purchase Order Approval – If the purchase orders are required to go through an approval process, purchase orders must first be approved in order to be pulled into the distribution process. If a purchase order has not been approved or has been rejected, it will not pull into the distribution process.

Best Practice

• Confirm your Figures – Before the encumbrance is officially distributed, the user should review all of the information that was entered before running the process. The distribution process can be undone if there are incorrect figures discovered afterwards, however this will prevent the user from having to backtrack.

Purchase Order Distribution (Distribution of Encumbrance/Disencumbrances)

1. Procurement → Purchase Orders → Taskbar → Distribution (Distribution of Encumbrance/Disencumbrances)
2. Select if the fiscal year and range if necessary. Once desired fields are populated, click Run/Print Report
3. Review the Distribution report. If figures are satisfactory, set the flags.