I created a Purchase Order in this Fiscal Year, but I am getting an error that it needs to be carried forward? What is causing this error?

When creating a Purchase Order (PO), ensure that the PO Document Date is in the current fiscal year. This applies even if the quotation date is in a prior fiscal year.

If you use a date in a prior fiscal year (e.g., April 1^st, 2024) when creating the PO in the current fiscal year, (e.g., May 2024), then the Purchase Order will be stuck (i.e. reserved) in the prior fiscal year. As a result, you will not be able to post any corresponding Goods Receipts and Invoice Receipts against the Purchase Order, or make any changes to PO (e.g., release reserves).

Example Error Message:

How can you fix this?

To correct this issue, please submit a ticket to the IT Service Centre, so that EASI can manually carry forward the PO into the current fiscal year, and contact your FAST Team representative for additional support.

---

Learn More:

• Documentation & Support – Purchase Orders
• Simulation – How to Make Changes to a PO
• Article – Do you have Funds that are ending before the new Fiscal Year with Outstanding Purchase Orders?

---

Last Updated:  May 31, 2024