- Article Type: Q&A
- Product: Alma
Regarding Standing Order POLines with POL status of "Waiting for Invoice" and "Partially invoiced" -- will it be included in the Rollover (Fiscal Period Closure)?
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
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