Finalize a PO to Release the Remaining Pre-Encumbrance

In this topic you will learn how to Finalize a PO to Release the Remaining Pre-Encumbrances.

The process required to finalize the remaining pre-encumbrance will depend on the PO Status. If the associated PO is at a status of Dispatched, the PO should be finalized to release the release the remaining pre-encumbrance. If the associated PO has a Status of Complete, the remaining pre-encumbrance must be finalized by running Requisition Reconciliation.

In this example the PO Status is Dispatched.

NOTE: Before you begin this process you must know the PO ID number.

Click the Finalize Document button.

NOTE: The Finalize Document button is the pink sheet of paper with arrows icon to the right of the Budget Status.

A warning message displays.

The PO Status is still Dispatched, but the Budget Status is now Not Chk'd. The PO must be Budget Checked again.

Click the Refresh button until the Run Status = Success and the Distribution Status = Posted.

The PO Status is Dispatched and the Budget Status is Valid.

Finalize a PO to Release the Remaining Pre-Encumbrance

This completes Finalize a PO to Release the Remaining Pre-Encumbrance.

Click the Purchasing link.

Click the Purchase Orders link.

Click the Add/Update POs link.

Click the Find an Existing Value link.

Enter the desired information into the PO ID field. Enter

a valid value

e.g.

"00355337E"

Click the Search button.

Click the Finalize Document button.

Click the Yes button.

Click the Budget Check button.

Click the Refresh button.

Click the Go back to Purchase Order link.

Click the Home link.

DPIINFODIV

Finalize a PO to Release the Remaining Pre-Encumbrance

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