Info for purchasing on 2013-14 budget

If you’re starting to prepare purchase orders against your 2013-14 preliminary budget, there are two vital steps that you need to do in order to have the charges apply to the proper year. You must use Bud Ref 2014 and your Budget Date must be 7/1/13. Below is the routing you take to find these fields when creating a requisition.

  1. For Bud Ref: Click ePro, click on “Create Requisition,” click “Define Requisition,” then expand “Line Defaults,” and under “Accounting Defaults” on the Chartfiled1 tab, scroll to the right and enter “2014” in the proper field.
  2. For Budget Date: The steps are the same until you come to Accounting Defaults; click Details tab and change Budget Date to 7/1/13.

If you have questions or are unable to enter/change the required fields, please contact Andy Dunn (adunn@georgefox.edu or ext. 2162) for assistance.

This entry was posted on Monday, May 13th, 2013 at 8:49 am and is filed under Newberg employee news, Portland employee news. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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