Latest Issue of Core-CT Financials Daily Mail
FYE18 Monthly PO Clean-up & Training Reminder
Business Office Managers, Budget Staff and Purchasing Staff,
Contract/Purchasing/Pcard Labs are being offered the last Tuesday of each month.
Please have staff sign up through your agency training registration contact.
These are working labs without a presentation. Please bring any questions and
issues with you.
We continue to ask agencies to please review the current document FYE Clean up
POs 2018 on the Core CT website. Please take the necessary corrective action on
each Purchase Order to ensure your budgets reflect the correct amounts.
1. Over Expended POs-- these POs must be closed. We ask that you concentrate on
closing over expended POís. We have found that because they are over expended
when they do roll, or a change order is created, the funds and budgets are
skewed. This will make it difficult for you to reconcile monthly and at fiscal
year-end. Please close these lines and or POs in their current status do not
create a change order before closing.
2. PO in Error--make the necessary changes to your budgets or PO distribution
chartfield information to get the transactions out of budget error. These POs
are not qualified to roll. These must be corrected and budget checked Valid.
3. Fully Vouchered POs-- these POs will not qualify for PO Roll. These POs must
be closed or funds added so they qualify to roll.
4. No Activity POs-- these POs will qualify for PO Roll but havenít had any
current activity (last 30 days). Please close these to return funds to budgets
if the PO is not needed.
5. Active POs--a list of all your Active Purchase Orders currently in Core.
Please check these results carefully and let us know if you find any incorrect
information as soon as possible. The results that are contained on the
spreadsheet are a snapshot in time when the SQLs were run.
To expedite the close process, Core-CT will keep the close days set to zero.
Thank you for your attention to this matter. Should you or your business office
have any questions, please create a Footprints Help Desk ticket. Please do not
reply to this email.
ERP Financials Business Team Lead
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