What do the status numbers mean for requisitions purchase orders and contracts

What do the status numbers mean for requisitions and contracts

Requisition

Contracts

Status

Requisition Status'

Indicates the current status of the selected requisition in the workflow.

• • 1–Rejected: The requisition has been rejected by an approver. Click the Approvers button to view the rejection comments. To update a rejected requisition, click the Activate button.

  • 2–Created: The requisition header (general) details have been entered, but general ledger (GL) details have not been entered, or the requisition has header and GL detail, but does not have the appropriate budget to move it to a status 4–Allocated. In this case, a budget transfer must be made and posted, after which, you can click the Allocate button to move the requisition to a status 4–Allocated.

  • 3–Incomplete: The requisition has been entered partially.

  • 4– Allocated: The requisition has been entered and allocated (charged) to a general ledger account and, therefore, money is being taken from the available budget. The requisition has not been released into the workflow. A requisition must be in a status 4-Allocated to be released into the workflow; click Release to initiate the workflow process.

  • 6–Released: The requisition has been released into the workflow and is awaiting approval. Click the Approvers button to see the current approval status.

  • 8– Approved: The requisition has been fully approved in the workflow and is ready to be converted to a purchase order.

  • 9–Exported: The requisition has been exported, such as to a state-specific e-procurement system.

  • 0–Converted: The requisition has been converted to a purchase order. The number is included on the Terms/Miscellaneous tab.

Purchase Order Status'

Displays the current status of the purchase order:

• • 1–Rejected

  • 2–Created without the general ledger detail complete

  • 4–Allocated (The expense accounts have been completely entered and the purchase order is ready for posting.)

  • 5–Released

  • 6–Posted

The following status codes do not appear in Purchase Order Entry, but do appear in Purchase Order Inquiry and Purchase Order Change Orders:

• • 0–Closed

  • 8–Printed

  • 9–Carryforward purchase order

The program updates the value of the Status box as the purchase order moves through the process.

This box is accessible when you click Search to locate a record.

Contract Status'

Indicates that the record is for an original contract (rather than a change order), when selected, and the current status of the contract.

Note: Refer to the previous row of this table for information about how these labels vary depending on your organization's settings.

When you add a new contract, its status is Created and the status updates automatically as the contract moves through the workflow process. You cannot modify the status, but the Status list is accessible when you click Search to search for a record. Status indicators are:

• • Rejected

  • Created

  • Released

  • Approved

  • Posted

  • Closed