PO Not Show Up on the List Purchase Order Year-End Process (PO budget partial Invoice can't move to next year)

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Posted on by edwin90

I have a PO with Accounting Date 2021 without budget and I did Carry Forward to 2022 with budget.

In 2022, I already partial Invoice in 2022.

Can I bring the PO to the 2023?

Because when I want to Purchase Order Year-End process, the PO not show up.

How I can Invoice the PO in 2023?

The Distribution Amount show like this

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AXSHAH 528 on at

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RE: Purchase Order Can't Partial Invoice and Can't Carry Forward Two Times Different Year

Hi

You can carry forward each year even if there is a partial invoice however, note that you meet the following requirements:

1. Budget available policy

2. Remove any pending invoices

3. Do not edit the PO otherwise you will lose the carry forward status.

It will show like this under accounting distribution:

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edwin90 on at

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RE: Purchase Order Can't Partial Invoice and Can't Carry Forward Two Times Different Year

Hi Khan,

Thanks for the Reply.

Sorry for the miss case that I have facing for this PO.

The issue regarding purchase order year end process. I have some PO that created on 2021 without budget control. then on 2022, I adding line PO with budget control. On 2023 when do purchase order year end process the PO is not retrieve in list purchase order year end process.

Accounting event in distribute amount showing "Correction"

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AXSHAH 528 on at

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RE: PO Not Show Up in List Purchase Order Year-End Process (Purchase Order Can't Partial Invoice and Can't Carry Forward)

Hi Ed

Can you try using the budget maintenance control feature, it helps to re-allocate the budget when the transaction was made without a budget, link here.

Do it in UAT and try this feature to allow a negative budget.

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edwin90 on at

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RE: PO Not Show Up in List Purchase Order Year-End Process (Purchase Order Can't Partial Invoice and Can't Carry Forward)

Hi Khan,

I think this feature just reprocess the Transaction has been using budget or not.

The result will be Green Check Mark and no effect to the PO, because from earlier the PO already use Budget in 2022 with an Partial Actual Invoice in 2022.

But still the problem, the PO not show up on List Purchase Order Year-End.

I need move the PO to the 2023, so I can Invoice the rest of it.

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AXSHAH 528 on at

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RE: PO Not Show Up on the List Purchase Order Year-End Process (PO budget partial Invoice can't move to next year)

Hi Ed

We have progress here, the green mark means it will be available under the list of carry forward. However, the next step is to check:

1. If the PO has any pending invoices then delete it

2. Extract the dimension from PO lines and check if the budget is available under budget statistic reports.

3. Status of PO should not be draft

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edwin90 on at

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RE: PO Not Show Up on the List Purchase Order Year-End Process (PO budget partial Invoice can't move to next year)

Hi, Khan

this what I already check

1. PO doesnt has any pending Invoice (already partial invoice in 2022)
3. PO Not Draft

2. The Dimension on the Line

4. The Budget Control Dimension , I only set for the first, second, third, sixth dimension (the fourth & fifth not include budget control) and the budget is available for that Dimension

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AXSHAH 528 on at

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RE: PO Not Show Up on the List Purchase Order Year-End Process (PO budget partial Invoice can't move to next year)

Hi Delto

On the screen, I don't see the encumbrance holding any value, as you know that any open PO must show the budget under encumbrance.

So, re-share the screen with carry forward included as shown below. And change the Budget cycle to 2022.

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edwin90 on at

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RE: PO Not Show Up on the List Purchase Order Year-End Process (PO budget partial Invoice can't move to next year)

Hi Khan,

1.

2.

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AXSHAH 528 on at

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RE: PO Not Show Up on the List Purchase Order Year-End Process (PO budget partial Invoice can't move to next year)

Hi Ed

The PO number must display under encumbrance in the above setup please verify.

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edwin90 on at

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RE: PO Not Show Up on the List Purchase Order Year-End Process (PO budget partial Invoice can't move to next year)

Hi Khan,

Yes the PO in Encumbrances

Example this

PO-22-004175 with Amount 18.018.018,02 in November, 07, 2022

The PO already in Encumbrances in Budget Control Statistic in 2022.

But not show in Purchase Order Year End

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