Instructions

1.  Blanket order remaining balances

Send email to:

Oracle-AP@utpa.edu

   On email please include the following information:

1. PO number
2. Line number
3. Amount

2.  Quantity ordered was partially received on line item     

Example:

• Quantity Ordered:   3

• Quantity Received: 1

Final Close the Line

Note: The final close action   automatically creates a credit encumbrance in GL

  How to Finally Close a Purchase Order

3.  Line Item was not received and invoiced

Example:

• Quantity Ordered:   3

• Quantity Received: 0

Cancel line on purchase order

Note: The Cancel action reverses the encumbrance by creating a negative debit entry in GL.

How to Cancel a line on a Purchase Order

4.  Entire purchase order was not received and invoiced.

Example:

• Vendor unable to supply.

• PO no longer needed.

Cancel entire purchase order.

Note: The Cancel action reverses the encumbrance by creating a negative debit entry in GL.

Authorization status remains 'Approved' even if PO is cancelled, but you will see the Cancelled field checked.

How to Cancel a Purchase Order

5.  Used wrong supplier on Purchase Order

Cancel entire purchase order.

Note: The Cancel action reverses the encumberance by creating a negative debit entry in GL.

Authorization status remains as 'Approved' even if PO is cancelled, the cancelled fierld will be checked.

How to Cancel a Purchase Order

6.  PO is in an 'Incomplete' status and is no longer needed.

   Delete purchase order.

How to Delete a Purchase Order

7.  Any type of Travel encumbrance.

    Send email to:

    Oracle-AP@utpa.edu

On email please include the following information:

1. PO number

2. Line number

3. Amount 

8.  Purchase Order status is in  'Requires Re-approval'

Submit purchase order for approval. Once approved you can take necessary actions above