Pre-Encumbrance is Re-Established and the Requisition Cannot be Closed if the Associated Purchase Order (PO) has been Rolled and Finalize Requisitions was not Selected. (Doc ID 1089201.1)

Last updated on MARCH 14, 2017

Applies to:

PeopleSoft Enterprise SCM Purchasing - Version 8.9 to 9 [Release 8.9 to 9]
Information in this document applies to any platform.
***Checked for relevance on 26-dec-2012***

Symptoms

The pre-encumbrance is re-established with no way to Close or Cancel the requisition in order to reverse the money.

This is happening when the associated Purchase Order (PO) was rolled but the Finalize Requisitions option was not selected on the PO Rollover 1 page.

Steps to reproduce the issue:


1. Create a Requisition and Budget Check.
2. Source the Req to a PO
3. Budget Check the PO
4. Roll the Purchase Order
5. Run PO Rollover 1. DO NOT check the Finalize Requisitions options.
6. Run PO Budget Check
7. Run PO Rollover 2
8. Run PO Budget Check
9. Run Req Recon
10. Requisition will not close
11. Try to Close or Cancel the Requisition
12. Cannot Close or Cancel the Requisition

Pre-encumbrances are now STUCK

Cause

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