PO Roll

Step 1 - set ORG_GROUP as the Commitment Detail Ledger

 

Step 2 - Run PO Roll View

 

Step 3 - Run CU_PO_ROLL1_VIEW

 

Step 4 - Run CU_PO_ROLL1_WITH_PROJECTS

 

Step 5 - Run the Exception Report from PO Rollover Workbench

 

Step 6 - PO_ROllover Workbench Page - configure the selection list

 

Step 7 - Run PO Rollover1 Process - Reverses Encumbrance

 

Step 8 - Run Budget Check on POs (Mid Roll)

 

Step 9 - Check for PO Budget Control Exception Errors

 

Step 10 - Run PO Rollover 2 - Posts encumbrance to new FY

 

Step 11 - CU_PO_ROLLOVER_BUDGET_DETAILS (export to excel)

 

Step 12 - Run Budget Check following Roll2 process

 

Step 13 - Uncheck  ORG_GROUP as the "Commitment Detail Ledger" 

 

Step 14 - Check for PO Budget Control Exception Errors