All existing POs and SIs will be processed and paid according to the original worktags on the PO. Run R1514 - Purchase Order Lifecycle to review existing POs and SIs. Any new PO will use the updated related worktags. BEFORE submitting a new requisition, verify the grant wortags are correct.
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Purchase Order
Only Balancing Unit, Fund, Function, and Resource worktags need to match between the existing Grant Driver worktag and POs and SIs. All other related worktags on the Grant Driver worktag do not need to match for approval to occur and payment to process.
Due to ongoing beginning balance reconciliation efforts and preparation for fiscal year end close, any reclass journals intended to move between cost centers within one grant will be deferred until FY25. Since transactions will continue to post journals with the original Grant worktags on Purchase Orders, this should be considered when performing spend & budget analysis. Units may continue to perform payroll accounting adjustments (PAAs) and Accounting Adjustment.
Approved transactions will be paid with original worktags. Any transaction that is pending approval can be updated to the correct worktags.
Shared Environments and departments can start submitting your updates on May 1st, 2024.
Update on any Grant related worktags will trigger a validation error “Worktags do not match Grant Related Worktags” for the following in-flight transactions:
• Customer invoice Adjustment
• Expense Report
• Internal Service Delivery
• Procurement Card Transaction Verification
Update on one of the four critical Grant related worktags (Balancing Unit, Fund, Function and Resource) will trigger a validation error “Validation “Your transaction's Fund, Function, Balancing Unit or Resource do not match the grant's related worktags on Grant” for the following transactions:
• Supplier Contract
• Supplier contract Amendment
• Requisition
• Purchase Order
• Change Order
• Supplier Invoice Request
• Supplier Invoice
• Supplier Invoice Adjustment
Supplier Invoicing
All existing POs and SIs will be processed and paid according to the original worktags on the PO. Run R1514 - Purchase Order Lifecycle to review existing POs and SIs. Any new PO will use the updated related worktags. BEFORE submitting a new requisition, verify the grant wortags are correct.
Only Balancing Unit, Fund, Function, and Resource worktags need to match between the existing Grant Driver worktag and POs and SIs. All other related worktags on the Grant Driver worktag do not need to match for approval to occur and payment to process.
Due to ongoing beginning balance reconciliation efforts and preparation for fiscal year end close, any reclass journals intended to move between cost centers within one grant will be deferred until FY25. Since transactions will continue to post journals with the original Grant worktags on Purchase Orders, this should be considered when performing spend & budget analysis. Units may continue to perform payroll accounting adjustments (PAAs) and Accounting Adjustment.
Approved transactions will be paid with original worktags. Any transaction that is pending approval can be updated to the correct worktags.
Shared Environments and departments can start submitting your updates on May 1st, 2024.
Update on any Grant related worktags will trigger a validation error “Worktags do not match Grant Related Worktags” for the following in-flight transactions:
• Customer invoice Adjustment
• Expense Report
• Internal Service Delivery
• Procurement Card Transaction Verification
Update on one of the four critical Grant related worktags (Balancing Unit, Fund, Function and Resource) will trigger a validation error “Validation “Your transaction's Fund, Function, Balancing Unit or Resource do not match the grant's related worktags on Grant” for the following transactions:
• Supplier Contract
• Supplier contract Amendment
• Requisition
• Purchase Order
• Change Order
• Supplier Invoice Request
• Supplier Invoice
• Supplier Invoice Adjustment