It is very important to understand how Financial Lock works, and if a PO needs to be UNLOCKED, the order in which this process must be done.
Steps in the screenshots correspond to the numbers in the headings.
Financial Lock for Part POs happens at the time of receipt while Financial Lock for GNS POs happens at the Line Level. This is triggered from SAP to 3.0 once Accounting processes an invoice against that line. The Financial Lock process is a a one-way integration from SAP to EFP.
- If the invoice is backed out of SAP, the 3.0 PO does NOT become un-financially locked without IT intervention.
- This MUST result in an IT ticket which will need to be remedied by a Developer.
Below is the Process to Unlock a PO that has been Financially Locked.
Purchasing must first contact Accounting to reverse out the Supplier Invoice in SAP before anything else can happen.
1. Purchasing contacts Accounting to reverse out the Supplier Invoice in SAP.
2. Purchasing submits an IT ticket stating that they have already worked with Accounting to reverse out the Invoice on PO X and they need Financial Lock removed.
3. Developer removes Financial Lock from receipt.
4. Developer completes IT Ticket which notifies the user who entered the ticket.
5. Purchasing can now reverse receipts and make necessary PO adjustments.
*If Accounting has not backed out the Invoice in 3.0, the ticket will be rejected back to the Purchasing Group.
Part PO example that is Financially Locked - 426164
GNS PO example that is Financially Locked: 316281
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