SmartFusion Modules > Accounting > Purchasing > Maintenance > Bring POs Forward/Back

Recent Changes:  
6.76 - Created Wiki page; Added report summarizing POs/Accounts that were moved

Introduction

This option allows POs to be brought forward and encumbered in the new fiscal year.

Explanation

If you plan to process AP accruals against POs from the prior year, DO NOT transfer those POs with this option. When this option is used, the system writes a record to un-encumber the PO balance in the prior year and re-encumber the PO in the current year. Multiple POs may be selected and transferred at the same time. If a PO is brought forward by mistake, the PO may be transferred back to the prior year.

Selection Criteria

From date - date moving from (e.g. last day of prior fiscal year)
To date - date moving to (e.g. first day of current fiscal year)
Report sequence - PO Number or Distribution Account
Available - list of POs available to be moved
To Be Moved - list of POs to be moved