Why is Budget Checking Required After Closing a Fully Vouchered (Liquidated) Purchase Order (PO)? (Doc ID 2158542.1)

Last updated on APRIL 03, 2023

Applies to:

Goal

We noticed the Budget Status reflects ‘Not Valid’ after the close process changes the PO Status to ‘Complete’. Is the Budget Status of ‘Not Valid’ ok or should a budget check be run after the PO is closed so the status again reflects ‘Valid’?

it seems when a PO is closed via the Batch Process or buyer's workbench the budget status also changes from ‘Valid’ to ‘Not Chk’d’. when the encumbrance total is $0.00?

Does it matter that the budget status reflects ‘Not Chk’d”.

Can you help me understand why a budget check on a PO with a $0.00 encumbrance is necessary when closing the PO.

Does it make any difference after closing the PO to make the budget status as Valid, if encumbrance balance is already $0.00
 

Solution

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