Exciting news for the purchasing community across UVA! As of May 8, everyone with the Procurement Shopper role in Workday Finance can close POs in Workday. This decision returns some functionality users experienced in Oracle.
Here's what the new permissions allow you to do:
- Close POs
- Close PO lines
- Reopen POs
- Reopen PO lines
What you cannot do:
- Cancel POs
- Close or reopen Requisitions
Important Note: Please close all POs that won't have any additional activity, or that you don't want to have reflected in next year's budget obligations. Unlike Oracle, Workday doesn't auto-roll over any closed POs. Any POs that remain open on June 30th will be rolled forward as obligations against your FY2024 budget.
This change is a result of UVAFinance working with finance users across Grounds and listening to their feedback. Thanks to everyone who shares their thoughts with us so we can do our best to make things easier over time!
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