Purchase Orders (PO)

I started a Purchase Order (PO) for capital equipment. I noticed on the asset form associated with the equipment that my name is listed as the receiver of the equipment which is incorrect; someone else is actually receiving the equipment. How can I fix this so the right person is the receiver of the equipment, not me?

The asset form "receiver of the equipment" section is prepopulated with the Requestor Information on the Requisition (REQS) form. To date, this information is automatically populated in the REQ to reflect the initiator’s information; unfortunately, this information needs to be manually updated when you are filing a REQ for capital equipment if you are not the receiver.

Since you have already submitted the form you will need to notify Property Management to make the change. You can also initiate an Asset document to make this change as well.

I keep getting a "this section is out of balance" when distributing income and expense. What do I do?

This means that the journal entry for the transaction does not balance. Please check your debits and credits to make sure they are equal and that each expense has an expense object code and each income has an income object code.