Unit of Measure
must be completed if Item Type is 'Qty'.
Description field on the Item tab must be
PO generates encumbrances when it reaches a workflowstatus
of 'FINAL'. Encumbrances are created on the accounts and object codes entered in
the item sections and the appropriate offsetobject code(s).
An APO document may be created only under certain
conditions, as specified in the business rules set up by the institution.
Examples of conditions that might prevent an APO from being created are:
The requisition contains an
item that is marked as restricted.
was not selected from the vendor database.
An error occurred while retrieving the vendor from the database.
The selected vendor is marked as restricted.
The requisition has no contract selected, but a contract exists for the selected vendor.
The requisition's payment type is marked as recurring (Payment Info tab).
The 'PO Total Cannot Exceed' amount has been entered (Additional Institutional Info tab).
The requisition contains alternate vendor names.
The requisition is set to
encumber during the next fiscal
year (chosen from Year in the Document
Overview tab) and approval is not within the APO allowed date range.
The date range is determined by the 'ALLOW APO NEXT FY DAYS' parameter.