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    Fiscal Period Rollover - will Standing Order, Waiting for Invoice, be part of its population?

    • Article Type: Q&A
    • Product: Alma

    Question

    Regarding Standing Order POLines with POL status of "Waiting for Invoice" and "Partially invoiced" -- will it be included in the Rollover (Fiscal Period Closure)?

    Answer

    Yes, a Standing Order is considered Continuous, and it will rollover if the Invoice Status is "Partially invoiced".

    The documentation says:

    The following order types are rolled over during fiscal period closure:
    - Subscription orders
    - Standing orders
    - PO lines not fully invoiced or not fully paid by the end of the fiscal period
     

    Additional Information

    Online Help URL: Fiscal Period Closure

    Also, as explained by an acquisition expert:

    The population of the rollover PO Lines job is:

    • All active PO Lines (their status is not Closed or Cancelled)

    • Their invoice status is not "fully invoiced"

    • For Continuous (CO) PO Lines – the encumbrances will be rolled (by encumbrance or by expenditure depending on the rollover job's parameter)

    • For One-Time (OT) PO Line – the encumbrance will be rolled only if there is a remaining encumbrance and the PO Line is not fully invoiced.

     


    • Article last edited: 6/26/2014