Question

Line items that are Received Complete and Invoiced (invoiced in last fiscal period) rolled over during Fiscal Period Close (FPC). Why are these considered "open orders eligible for rollover?"

Answer

If a line item is Approved and Invoiced (but not yet received) at the time of rollover, the line item will roll (see pg. 16-5 of the Acquisitions User's Guide for the table that explains which statuses are eligible for rollover).  At that point, the status of the line item will stay Approved and the invoice item status will go back to none (invoices don't roll, and the line item has not yet been invoiced in this new fiscal period).  If the line item is then received in the new fiscal year, the line item status will become Received Complete, the invoice line item status will stay none, and based on the table referenced above, the line item will be eligible and will continue to roll over during the next FPC. 

To prevent the line from rolling, you could either complete the PO, or invoice the the line item in the new fiscal period (you can invoice at $0 and it will not create any expenditures but will still remove the commitment for this line item). 

Additional Information

See also Acquisitions User's Guide, Chapter 16.

Category: Acquisitions

• Article last edited: 17-Jul-2024