Requisitions - Correcting Invalid GL Date

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Distribution

Director of Procurement Services

PO Administrator

PO Buyer Manager^*

PO Buyer^*

PO Purchaser^*

PO Requester^*

Related Procedures

Requisitions - Initiating and Approving [PRO5000U]

Requisitions - Initiating and Approving Internal Requisitions [PRO5010U]

Ownership

The Director of Procurement Services is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

When submitting a requisition for approval, you may encounter a message that indicates the accounting date is not in an open encumbrance period (invalid GL date). This happens when a requisition is created and approved in two different GL periods. An example of the note is below.

1. Navigate to the Distributions form of the requisition by clicking on the [Distributions] button.

2. Switch from the Project tab to the Accounts tab, by clicking on the Accounts tab.

3. Change the date in the GL date field to the current date by highlighting the date and press the [Delete] key. Choose the current date from the calendar (list of values).

4. Save your work.

5. Close Distributions window and return to the main Requisition form.

6. Click on the [Approve...] button.

7. Ensure that Submit for approval is checked and click on the [OK] button

8. Click on the [OK] button.

Effective: 05/03/06