Exception Post COs | PowerSchool ERP

Use this option to display the Post Change Orders page. The page is used to post change orders to Fund Accounting that could not posted due to processing errors. Normally, the process for posting change orders depends on whether approval is required:

If approval is required for posting, the system posts a change order when final approval is issued in the Approve/Deny Change Orders option.
If approval is not required, the system posts a change order when you save it in the Change Order option.
If the system cannot post a change order because of an error, such as a budget imbalance or table setup problem, you can correct the error, then use the Exception Post COs option to post the change order to Fund Accounting.

Menu Path: Purchasing > Entry & Processing > Change Order Processing > Exception Post COs

Mass Post Change Orders Report

Posting errors appear in the Mass Post Change Orders report, which is generated when you post change orders to Fund Accounting. This report also is generated when you approve a line item in the Approve/Deny Change Orders option. In addition, the system issues an error message if it cannot post a change in the Change Orders option and approval is not required.

Posting change orders to Fund Accounting

Correct any errors that prevented a change order from posting as a result of the approval. These errors are reported in the Mass Post Change Orders report.
Select Purchasing > Entry & Processing > Change Order Processing > Exception Post COs to display the Post Change Orders page.
In the Search Criteria section, enter criteria identifying the change orders you want to post.
Click OK.
In the Print window, specify how to generate the report, and then click OK. The report's default file name is masspostc.rpt.

Fields

Fields	Description
*PO Or Encumber*	Number identifying a purchase order/encumbrance. The field's title is defined in your Fund Accounting Profile. You can use query symbols in this field, including greater than (>), less than (<), and colon ( : ). Using the colon, you could identify a range of numbers, for example, 16000001:160000050.
*Approval*	Select the approval group associated with the purchase orders/encumbrances. To include all approval groups, leave the field blank. The field's title is defined in your Fund Accounting Profile.
Date Issued	The date the purchase orders/encumbrances were issued. You can use query symbols in this field, including greater than (>), less than (<), and colon ( : ). Using the colon, you could identify a range of dates, for example, 01/01/2017:01/31/2017.

Fields

Description

*PO Or Encumber*

Number identifying a purchase order/encumbrance. The field's title is defined in your Fund Accounting Profile.

You can use query symbols in this field, including greater than (>), less than (<), and colon ( : ). Using the colon, you could identify a range of numbers, for example, 16000001:160000050.

*Approval*

Select the approval group associated with the purchase orders/encumbrances. To include all approval groups, leave the field blank.

The field's title is defined in your Fund Accounting Profile.

Date Issued

The date the purchase orders/encumbrances were issued.

You can use query symbols in this field, including greater than (>), less than (<), and colon ( : ). Using the colon, you could identify a range of dates, for example, 01/01/2017:01/31/2017.