Exception Type Justification ADMIN: Admin Commissioner Delegation List the delegation name and delegation number. EMR: Emergency List the agency head name and date. INAGY: Inter/Intra-Agency Order as the justification. Enter “IA Order” OSP: OSP one-time approval List the name of the individual who approved the delegation and date. POL: Policy Exception List the policy number and exception. SSINF: Single Source Interface Blanket PO Interface Use Only. Approved by OSP STAT: Statutory Delegation List the statute citation that allows exception. Buttons Associated with the Header After your purchase order is saved, several buttons appear on the top right of the Purchase Order page. Description of Button Purpose of Button Blue Triangle (Change Change an attribute on the purchase order line. This button and Order) functionality are available only if the purchase order is in Dispatched status. If approval is required before dispatching it to the vendor, the change order must go through the approval process. Yellow Box with Star Access the Create Document page where you can define document (Create Document) details and author a related contract document. Red X (Cancel PO) This button is available if the purchase order status is Dispatched. If you cancel a dispatched line, a change order is created. This button is also available when the purchase order status is Approved, but only if the purchase order was previously dispatched, changed and approved. If you do not have the authority to cancel a purchase order, the Cancel PO button is not available. Yellow Box with This is the process of checking source transactions against control Looking Glass budget ledgers. This process creates and relieves encumbrances and (Budget Check) pre-encumbrances. Yellow Box with This process performs the budget checking and edits that it normally Glasses (Pre-Budget does when a budget or transaction is posted. It does not commit the Check) changes to the general ledger.
Exception Type Justification ADMIN: Admin Commissioner Delegation List the delegation name and delegation number. EMR: Emergency List the agency head name and date. INAGY: Inter/Intra-Agency Order Enter “IA Order” as the justification. OSP: OSP one-time approval List the name of the individual who approved the delegation and date. POL: Policy Exception List the policy number and exception. SSINF: Single Source Interface Blanket Approved by OSP PO Interface Use Only. STAT: Statutory Delegation List the statute citation that allows exception. Buttons Associated with the Header After your purchase order is saved, several buttons appear on the top right of the Purchase Order page. Description of Button Purpose of Button Blue Triangle (Change Order) Change an attribute on the purchase order line. This button and functionality are available only if the purchase order is in Dispatched status. If approval is required before dispatching it to the vendor, the change order must go through the approval process. Yellow Box with Star (Create Document) Access the Create Document page where you can define document details and author a related contract document. Red X (Cancel PO) This button is available if the purchase order status is Dispatched. If you cancel a dispatched line, a change order is created. This button is also available when the purchase order status is Approved, but only if the purchase order was previously dispatched, changed and approved. If you do not have the authority to cancel a purchase order, the Cancel PO button is not available. Yellow Box with Looking Glass (Budget Check) This is the process of checking source transactions against control budget ledgers. This process creates and relieves encumbrances and pre-encumbrances. Yellow Box with Glasses (Pre-Budget Check) This process performs the budget checking and edits that it normally does when a budget or transaction is posted. It does not commit the changes to the general ledger.