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Update Ensures Transactions Have POET Info. Here's How it Works

May 5, 2022

Safeguards are being put in place to ensure Project Portfolio Financial Management (PPFM)-funded purchase requisitions have the necessary financial information to process the transaction in the Oracle system. Effective May 27, if a submitted requisition is missing POET (Project, Organization, Expenditure or Task) details in the Project Costing Details section, the system will reject the submission and email an automated notice to the requestor. The requestor can then make corrections and resubmit.

The Oracle system will scan for new and resubmitted requisitions every five minutes and run checks to determine if POET values were populated or left blank. Email notices will be sent again if necessary.

In the Oracle system, in the user's Recent Requisitions list, the transaction will be listed as "rejected."

This update to the requisition process builds on an earlier update in which certain POET details auto-populate based on Project and Task information. It will ensure all project-related requisitions are coded to the appropriate project and task so the general ledger and PPFM sub-ledger remain in sync and data is accurate going forward. Additionally, correct data will help ensure departmental reporting is accurate and beneficial.

This training video shows users how to check the status of their requisitions .