Fiscal Year Rollover
FY wrap-up: POLs in Waiting for Invoice status
At your FY mid-point or end, you may find it useful to check your open POLs from this year in the Ready status. Basic Steps Check that you did not enter the invoice and link the invoice lines to accidental duplicate POLs. If you did, fix the ...
FY wrap-up: POLs in Under Evaluation status
At your FY mid-point or end, you may find it useful to check your open POLs from this year in the Under Evaluation status. Basic Steps Check that you still want to order the POL(s). If you do not want to order the POL(s), cancel the POL(s). If you ...
FY wrap-up: POLs in Sent status
At your FY mid-point or end, you may find it useful to check your open POLs from this year in the Sent status. Basic Steps If you or the vendor canceled the order, cancel the POL(s). If you received the item for a physical order, make sure to receive ...
FY wrap-up: POLs in Ready status
You may find it helpful to check your open POLs from this year in the Ready status at your FY mid-point or end. Basic Steps Check that you still want to order the POL(s). If you do not want to order the POL(s), cancel the POL(s). If you still want to ...
FY wrap-up: POLs in Manual Packaging
You may find it helpful to check your open POLs from this year in the Manual Packaging status at your FY mid-point or end. Basic Steps Check that you still want to "send" the POL(s). If you do not want to send the POL(s) because you canceled the ...
FY wrap-up: POLs in In Review status
At your FY mid-point or end, you may find it useful to check your open POLs from this year in the In Review status. Basic Steps Check that you still want to order the POL(s). If you do not want to order the POL(s), cancel the POL(s). If you want to ...
FY wrap-up: POLs in Auto Packaging
You may find it helpful to check your open POLs from this year in the Auto Packaging status at your FY mid-point or end. If you enabled the Auto-Packaging job, you do not need to worry about these POLs. If you keep seeing the same lines in this ...