Fiscal Year End PO Roll Process

On 6/24, all orders are stopped in UND Marketplace (Jaggaer) until July 1st to limit the number of purchase orders that need to be rolled.

• Purchase Orders (POs) placed in FY22 will be “rolled over” (encumbrance moved from FY 22 to FY 23) if they are NOT fully receipted with a 6/30 date or earlier AND NOT fully invoiced by 7/11 or virtual card payments are not completed by 6/30.  See FYE Memo for further information.

Which POs should I review?

• An open PO report is saved in UND Marketplace (Jaggaer) which contains an updated list of POs meeting the criteria to be rolled.  The report can be easily filtered and exported as needed.
• To view the report go to the UND Marketplace home screen, select the “Reports” tile, then select “Total Purchase Orders:…”.
• Departments have the option to manually close POs by until 7/11, after which a PO list will be sent to CTS to roll. Once rolled, any budget errors will be communicated back to the department to address.
• Departments are advised to review the POs and close POs manually only under these two circumstances:
  1. The goods/services have been received and all invoicing is complete.
  2. The remaining goods/services will not be received.

Who can close POs and How?

• Requestors, Approvers, and PO owners can close a PO using the “Close PO” option under Document Actions. See Page 52 of the Jaggaer Manual for instructions.
  1. It is advise to notify the Supplier if you are closing the POs which goods/services were not received.
  2. See https://campus.und.edu/finance/training#procurement for videos and reference material.

Any questions, please contact UND Procurement & Payment Services at UND.PPS@UND.edu