Exception Post POs

Use this option to post to Fund Accounting any purchase orders that you could not otherwise post due to processing errors. Normally, the process for posting purchase orders depends on whether approval is required:

• If approval is required for posting, the system posts a purchase order line item when final approval is issued in the Approve/Deny Purchase Order option.
• If approval is not required, the system posts a line item when you save a purchase order in the Purchase Orders option or convert a requisition line item in the Convert Mass Reqs to POs option.
• If the system cannot post a purchase order because of an error, such as a budget imbalance or table setup problem, you can correct the error, then use the Exception Post POs option to post the purchase order to Fund Accounting.

Menu Path:  Purchasing > Entry & Processing > Purchase Order Processing > Exception Post POs

Mass Post Purchase Orders Report

Posting errors appear in the Mass Post Purchase Orders report. This report is generated when you either approve a line item in the Approve/Deny Purchase Orders option or convert requisitions in the Mass Convert Reqs to POs option. The system also issues an error message if it cannot post a line item in the Purchase Orders option and approval is not required.

Posting purchase orders to Fund Accounting

1. Correct any errors that prevented a purchase order from posting during the approval, requisition conversion, or bid conversion process. These errors are noted in the Mass Post Purchase Orders report.
2. Select Purchasing > Entry & Processing > Purchase Order Processing > Exception Post POs to display the Post Purchase Orders page.
3. Enter criteria identifying the purchase orders you want to post.
4. Click OK.
5. In the Print window, specify how to generate the report, and then click OK. The report's default file name is masspost.rpt.
6. In the Print page, enter settings for generating the Mass Post Purchase Orders report. The report's default file name is masspost.rpt.
   The system generates the report, posts approved line items that meet your criteria, and encumbers costs according to the Encumber field in each purchase order's header.