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