EPO: PO Rollover Reopens Requisitions and Reestablishes Pre-Encumbrances

(Doc ID 761776.1)

Last updated on JANUARY 13, 2017

Applies to:

PeopleSoft Enterprise SCM Purchasing - Version 8.9 to 9.2 [Release 8.9 to 9]
Information in this document applies to any platform.
***Checked for relevance on 27-Aug-2010***


Symptoms

Customer ran PO Rollover. They did not select the "Finalize Requisitions" check box. Because of this, the requisitions were reopened for sourcing and the pre-encumbrance was reinstated. This creates the possibility of duplicate POs and also creates unnecessary pre-encumbrances that are committed against budgets.

By following these steps the issue can be reproduced:

1) PO Rollover View
2) PO Rollover Workbench
3) PO Rollover 1 - do not select Finalize Requisitions check box.
4) Budget Check
5) PO Rollover 2
6) Budget Check
7) Reqs are pre-encumbered again and they are available to be sourced.

Cause

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