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Purpose: A purchase order must be able to accommodate one-time or on-going purchases. These will behave in the system in different ways regarding encumbering funds, creating inventory and ultimately being closed.
High Level Requirements:
One-time or on-going is identified at the Purchase order level in the field "Order Type"
One-time orders require the following specific fields:
- Created Date
- Order Sent Date
- List Price
- Quantity
- Fund distribution
On-going orders require the following specific fields:
- Created Date
- Order Sent Date
- List Price
- Quantity
- Fund distribution
- Renewal Date
- Renewal Period (In Days, Eg. 90 or 365)
- Renewal Occurrences
- Manual Renewal
- Review Period
On-going re-encumber
This is identical to an on-going order but will re-encumber the associated cost values each fiscal year.
The following is the document containing the most up to date field data details: https://docs.google.com/spreadsheets/d/1F88PoSnEKD7oFnza1ZuOgzAgKnK95XOyTQzxyww3tZA/edit?usp=sharing
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