What This Process Does

  • Turns the distribution flag to false on the record and creates offsetting activity records in Financial Management for posting.
  • Use to undo purchase order transactions that are NOT associated with a PO Voucher.


Best Practices

  • For those purchase order transactions that ARE associated with a PO Voucher, there is an UNDO PO VOUCHER DISTRIBUTION on the Vendor Payments Undo Submenu.
  • If the reason for undoing distribution is due to the account code not being correct, an alternative would be to use the Change Account Codes for Non-paid POs process (Maintenance → Change/Set).
  • If the reason for undoing distribution is due to an incorrect fiscal month, an alternative would be to use the Change PO Transactions Fiscal Month process (Maintenance → Undo).


Undo Purchase Order Distribution

  1. Procurement → Purchase Orders → Maintenance → Undo → PO Distribution
  2. Enter Fiscal Year
  3. Range on PO ID for a single PO or sequential range of POs, or, range on Distributed Date for all POs distributed on a certain date
  4. Run Report; review to verify accuracy, then set flags if correct. If not correct, cancel to abort the undo distribution


FIELDSOpt.Rec.Req.Description
Range on PO Identification––♦Purchase Order that is being undistributed
Vendor ID♦––Vendor ID on Purchase Order
Distributed Date♦––Date Purchase Order was distributed
Opt. = Optional  Rec. = Recommended  Req. = Required