PURORD-UNDIST RANGE SCREEN

From OpenRDA Answers
Jump to: navigation, search

Main PagePurchase OrdersDocumentationMaintenance → Undo PO Distribution


Contents



What This Process Does


  • Turns the distribution flag to false on the record and creates offsetting activity records in Financial Management for posting.
  • Use to undo purchase order transactions that are NOT associated with a PO Voucher.


Best Practices


  • For those purchase order transactions that ARE associated with a PO Voucher, there is an UNDO PO VOUCHER DISTRIBUTION on the Vendor Payments Undo Submenu.
  • If the reason for undoing distribution is due to the account code not being correct, an alternative would be to use the Change Account Codes for Non-paid POs process (Maintenance → Change/Set).
  • If the reason for undoing distribution is due to an incorrect fiscal month, an alternative would be to use the Change PO Transactions Fiscal Month process (Maintenance → Undo).


Undo Purchase Order Distribution


  1. Procurement → Purchase Orders → Maintenance → Undo → PO Distribution
  2. Enter Fiscal Year
  3. Range on PO ID for a single PO or sequential range of POs, or, range on Distributed Date for all POs distributed on a certain date
  4. Run Report; review to verify accuracy, then set flags if correct. If not correct, cancel to abort the undo distribution


FIELDS
Opt.
Rec.
Req.
Description
Range on PO Identification
Purchase Order that is being undistributed
Vendor ID
Vendor ID on Purchase Order
Distributed Date
Date Purchase Order was distributed
Opt. = Optional  Rec. = Recommended  Req. = Required
Personal tools
Namespaces

Variants
Actions
Navigation
Toolbox