What This Process Does

  • PO transactions will be created to relieve the encumbrance.
  • PO distribution must subsequently be run so that posting of activity can occur in Financial Management.


Best Practice

  • Designated User – since ranging on source user is not feasible, it is highly recommended that one user in the organization be responsible for performing this process on a scheduled basis.


Requirement

  • Closed PO – Purchase order must be closed and have an outstanding balance to be selected.


Disencumber PO (already closed) in Mass

  1. Procurement → Purchase Orders → Close Tab → Disencumber Closed POs
  2. Click on Disencumber POs tab and select the fiscal year and processing month.
  3. Click Save.
  4. Using the range criteria, range on the purchase order(s) that are closed and need to be disencumbered. Click Run Report.
  5. Check the report for accuracy. If correct, set flags.



TROUBLESHOOTING