End of Fiscal Year Purchase Requisition/Purchase Order Instructions
1. PR/PO for the current fiscal year
- If your order will be delivered this fiscal year, please enter "Must be received and invoiced no later than June 30th.” in the Memo to Suppliers field. The supplier’s email, quote #, and any other relevant information to the supplier must also be included in that field.
- In the Requested Delivery Date field enter a date of June 30th or before.
2. PR/PO for next fiscal year
Follow the steps below if a Purchase Requisition is needed before June 30th and the product/service will not be delivered or invoiced until next fiscal year (July 1st or later).
- In the Requisition Type field, click on (
) and select Future Year Requisition. (Normally you leave this box empty. After June 30th, do not select Future Year Requisition. Go back to leaving the box empty.) 
- At Checkout, in the Request Date field, enter a date of July 1st or later. (Note: Request Date is different from the Requested Delivery Date)
- Enter a Requested Delivery Date of July 1st or later.
- In the Memo to Suppliers field enter “Do not ship or invoice before July 1st, 2024.” The supplier’s email, quote #, and any other relevant information to the supplier must also be included in that field.
3. When you create the receipt against the purchase order, after you receive the line items, enter the actual date that your order was received.
4. Click on the link for complete instructions on How to Create a Purchase Requisition and How to Create a Receipt against a Purchase Order.
