Attention Colleagues,
Please see updates below to the original announcement issued on July 2: Procurement Workflow Budget Dates Crossing Fiscal Years | Impact23 (ucr.edu)
Requisitions Pending Transition to Purchase Orders (POs) Prior to 7/1/2024 – Completed
Mass update has been completed for Requisitions Pending Transition to Purchase Orders. Some requisitions failed the mass update and will need to be cancelled by the department. Please refer to the demo presented at today’s Office hours on how to identify rejected requisitions and POs.
Purchase Orders Created Prior to 7/1/2024 but Not Approved by 6/30/2024 – Resolved
Issue is resolved. Please refer to the demo presented at today’s Office hours on how to identify rejected POs. The demo also provides instructions on how to resubmit. Please see report of POs and Change Orders rejected due to budget date.
Change Orders on Purchase Orders Created Prior to 7/1/2024 – Resolved
Issue is resolved. Please refer to the demo presented at today’s Office hours on how to identify rejected PO Change Orders. Demo also provides instructions on how to resubmit. Please see report of POs and Change Orders rejected due to budget date.
Encumbrance Balances:
Encumbrance balances are PO inception-to-date and not by accounting period. Now that the Encumbrance Balance Carryforward Process has completed to transfer encumbrance balances from FY2024 to FY2025, most PO Encumbrance Balances will no longer appear on your FY2024 Financial Transaction Detail Report (FTDR). Encumbrances balances as of 6/30/2024 may be reviewed on the PO Encumbrance Balance Report tab on the Financial Web Reports site located in the 2024-06 folder.
Please note that some prior year PO encumbrance balances were not eligible to transfer to FY2025 due to an action item in progress. These POs are being reviewed to determine next steps.
Your patience is greatly appreciated as the team continues to work to resolve issues. There is no longer a need to submit tickets through the finance and administration portal, as we are aware of the issues. We apologize for any inconvenience.
Asirra Suguitan
Associate Vice Chancellor and Campus Controller
Business & Financial Services
http://bfs.ucr.edu/