Job page · General ledger

Purchase order year-end process

A year-end process that transfers open purchase orders to the new fiscal year for organizations that use the Budget module.

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Everyone

1What it is and why

What it is	A year-end process that transfers open purchase orders to the new fiscal year for organizations that use the Budget module.
What you do here	Used to close purchase order encumbrances and budget reservations in the ending fiscal year and re-encumber them in the new year, with or without carrying the budget forward.
Example	For a partially invoiced purchase order, close only the amount that hasn't been invoiced and reopen it in the next fiscal year.

Functional consultant · Solution architect

Business process	—
Menu path	General ledger › Period close › Purchase order year-end process
Set up first	Posting definitions Microsoft Learn ↗Transaction posting definitions Microsoft Learn ↗Budget control configuration Microsoft Learn ↗Encumbrance process Microsoft Learn ↗
Used next by	Year end close Microsoft Learn ↗Budget register entries Microsoft Learn ↗
Related pages	General budget reservation year-end process Microsoft Learn ↗

End user · Functional consultant

Go to General ledger > Period close > Purchase order year-end process.
In the lower pane, select Retrieve purchase orders.
In the query, set criteria such as dates, vendor account, purchase order type and financial dimensions, and then select OK.
Select the Include checkbox for each purchase order to process, or select Include all.
In the Year-end option field, choose how the encumbrances are processed.
If you chose Process and carry forward budget, select an original budget code and a carry-forward budget code.
Review the Calendar and Fiscal year fields and the closing parameters, such as Type.
Select Process.
Correct any reported problems, and then run the process again for those purchase orders.

Field	What it means	Worked example	Table column
Year-end option	Chooses how open purchase order encumbrances are closed in the old year and reopened in the new year.Microsoft Learn ↗	—	—
Process and carry forward budget	Also moves the related budget, reducing it in the closing year; it needs budget control to be turned on.Microsoft Learn ↗	—	—
Include	Marks a retrieved purchase order to be processed in this run.Microsoft Learn ↗	—	—
Fiscal year	The year being closed; it can be changed here, but the fiscal calendar itself comes from the ledger.Microsoft Learn ↗	—	—
Accounting date	The last day of the chosen fiscal year, used for the closing entries; it can't be changed.Microsoft Learn ↗	—	—
Type	Whether the closing entries go to a normal operating period or to a separate closing period.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	The chosen year-end option applies to every selected purchase order, but with the Public Sector configuration key on, specific funds can use a different option set on the Funds page. Microsoft Learn ↗

Technical architect

Menu item	`Action:PurchOrderYearEndProcess` Checked in Dynamics 365
Form	—
Table	—
Data entities	—
Who can open it	—
Actions on the page	—

Developer

Open it directly	`https://<your-environment>/?mi=Action:PurchOrderYearEndProcess`
Integrate with	—
Table definition	—

Everyone