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

Question

Regarding Standing Order PO Lines 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

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.

More information on Fiscal Period Closure in Online Help

• Article last edited: 26-Jun-2014