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Year End budget and purchase requisition

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Posted on by Ahmad ghubj

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Hello All,

I have a question related to the open PRs in year end, now the reserve the amount from dec but it is expected to process the po and receive products and invoice in Jan next year,
while the amount is budgeted in Dec, how do you deal with case, even between months in the same year how do you deal with it.

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Kevin Xia Microsoft Employee on at

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Hi,

You can refer to this official document: Process purchase orders at year end | Microsoft Learn. At the start of the new fiscal year, you can create opening entries to correctly record the encumbrances and budget reservations. These entries help make sure that the reservations for purchase order encumbrances are correctly recorded on the year-end financial statements and in budget control.

Best regards,

Kevin

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