Changing the Fund, Destination Branch, or Collection for a PO Line Item Segment

You can change the fund, destination branch, and/or collection for a purchase order line item segment on a released purchase order. This option is available for Purchase Order Line Item Segments with a status of On Order, Received, Backordered, Exceptional Condition, Never Published, Not Yet Published, Out of Print, Return Requested, or Returned; the payment status must be Open, and only one fund can be linked to the segment.

Note:
You need the branch-level permission Purchase Orders: Change fund, destination, collection to do this procedure.

Note:
You can use SimplyReports to report on the "modify PO line item" action. Item List and Count reports include a History action drop-down list in the item general filters. Select Modified via PO Line Change Fund processing in the History action drop-down list. For more information, see SimplyReports online help.

To change the fund, destination, and/or collection of a line item segment:

1. Open the Purchase Order Line Item workform.
2. Right-click the line item segment in the PO Line Item workform.
3. Select Change Fund, Destination, Collection from the context menu. The Change PO Line Item Segment dialog box opens. The From section of the dialog box shows the current destination, fund, and collection for the line item segment.



4. To change the destination, select the new destination in the To section of the dialog box.
5. To change the fund, select the new fund in the To section of the dialog box.
6. To change the collection, select the new collection in the To section of the dialog box.
7. Click OK. A confirmation message appears.
8. Click OK to confirm the change.

• If the destination is changed, any linked on-order items are updated with the new Assigned Branch.
• If the collection is changed, any linked on-order items are updated with the new Assigned Collection.
• The item record history is updated for assigned branch and collection changes.
• The invoice line item/segment is updated with the new assigned branch and/or collection.
• If the segment fund is changed. a disencumber transaction is posted in the old fund, an encumbrance transaction is posted in the new fund, and the Funding Source field on the Item Record workform-Source and Acquisition view is updated for any linked on-order item records. The open invoice line item/segment fund is also updated with the new fund.