What This Process Does

  • Setting flags will update undistributed amounts in Financial Management for the original fiscal month and the new fiscal month. Distribute PO Transactions once this process is completed.


Best Practice

  • Error Detection - If you select the wrong processing month and detect the error AFTER verifying the audit trail, but BEFORE distributing the purchase order, the processing month can be corrected by running the Change PO Transactions Fiscal Month Report.
  • Undistribution - If PO Transactions have already been distributed, then undistribute using the undo distribution report. Do not undo Post Activity as it is not necessary.


Change PO Transactions Fiscal Month

  1. Procurement → Purchase Orders → Maintenance → Undo → Change PO Transactions Fiscal Month
  2. Enter New Fiscal Month
  3. Range on Purchase Order ID
  4. Range on Fiscal Year
  5. Range on Processing Month
  6. Hit Select button


FIELDSOpt.Rec.Req.Description
New Fiscal Month––♦New Encumbered Month
Purchase Order ID––♦Purchase Order you are changing
Fiscal Year––♦Fiscal Year of Purchase Order
Processing Month––♦Original processing month that was entered
Opt. = Optional  Rec. = Recommended  Req. = Required