Opening Requisition Entry in Next Year

1 - Set the Dates -

On the Budget > Setup screen, click the Add Settings button.  Select the next School Year and click Add.  This will bring up a school year line in the area as shown below.  In the “From Date” field enter the date you are allowing requisition entry to start in the employee portal.  In the “Thru Date” you can leave it blank for it to be open-ended, or you can enter a day you wish to have requisition entry stop.  Click Save.

2 - Copy Accounts to Next Year –

On the Financial > Setup > Budget Accounts screen, select the Expense type of account and click Search.  Check off all accounts you want to copy into next year, then click the Copy Checked button.  Verify the year says next year and click Copy.

3 - Copy Account Groups to Next Year –

On the Financial > Setup > Budget Accounts > Account Groups tab, check off all account groups you wish to copy to next year and then click the Copy to School Year button.  Confirm the school year on the window that opens says next year, then click Copy.

4 - Set up Requisition Numbering Sequence

On the Budget > Expenditures > Requisitions > Setup > Number Setup screen choose the proper year from the School Years bar.  You can use one of the two buttons to set your numbering sequence:

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  • Create New Settings - allows you to change the number of digits in your requisition number (the Cx setting) and/or change the starting number of your requisitions from 1 to something else if you desire.
  • Rollover Settings from 20XX-XX - use this button to copy the settings from last year to this year.

5 - Set up Purchase Order Numbering Sequence

On the Budget > Expenditures > Purchase Orders > Setup > Number Setup screen choose the proper year from the School Years bar.  You can use one of the two buttons to set your numbering sequence:

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  • Create New Settings - allows you to change the number of digits in your requisition number (the Cx setting) and/or change the starting number of your requisitions from 1 to something else if you desire.  In addition, this is where you can change settings for the Payroll Casual Purchase Order, Agency Purchase Orders and Accts. Receivable Invoices numbering schemes.
  • Rollover Settings from 20XX-XX - use this button to copy the settings from last year to this year.