Settings and activity
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34 votes
Deb Lambert
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25 votes
Deb Lambert
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27 votes
Deb Lambert
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98 votes
Deb Lambert
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23 votes
Deb Lambert
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47 votes
Deb Lambert
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38 votes
Deb Lambert
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67 votes
Deb Lambert
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27 votes
Deb Lambert
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19 votes
Deb Lambert
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58 votes
Deb Lambert
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22 votes
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Deb Lambert
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26 votes
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Deb Lambert
commented
When trying to clean up and close out funds at year end, we use this function to link to attached POs and POLIs to find items still on order that need to be changed to another fund, or canceled and reordered.
Deb Lambert
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51 votes
Deb Lambert
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39 votes
Deb Lambert
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42 votes
Deb Lambert
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8 votes
Deb Lambert
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74 votes
Deb Lambert
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102 votes
Deb Lambert
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54 votes
Deb Lambert
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We use this during year end clean up and closing out funds. When we have a bond fund that must be spent by the end of the year, and we know that the orders will not be received by the deadline, we change the fund to a fund that will rollover without having to cancel and reorder. Please make it available while the item is on order and newly available -- until the item is invoiced.
Adding another screenshot of the dialog for changing the segments.