When you close the consolidation opportunity, the status of the selected opportunity is changed to Closed.After a consolidation opportunity is closed, you cannot add purchase requisition lines to it.RESPONSIBILITIES: Kforce has a client in search of a Global Consolidation and Financial Reporting, Senior in Boston, Massachusetts (MA).Essential Job Functions: Lead financial reporting processes Oversee the preparation of consolidated financial statemen... Under Run As, enter user name admin and password welcome1. Note: The server date is the time on the Financial Management application server. On the Condition tab, perform the following actions: a. In the Description box, enter Consolidate California. On the General tab, perform the following actions: a. Note: You define the receiving stage as Consolidate CA, because the taskflow proceeds to Stage 2 if the data load is successful.
By consolidating purchase requisition lines from multiple purchase requisitions, you can increase your negotiating power with your vendors.
In the Starting Event list, select Scheduled Event.
On the Starting Event tab, perform the following actions: a. On the General tab, perform the following actions: a.
Create a new consolidation opportunity Add a line item on a purchase requisition to an existing consolidation opportunity Modify a consolidation opportunity Delete a consolidation opportunity Close a consolidation opportunity Create a purchase order from a consolidation opportunity Find form help Find related tasks The line items that you selected are copied from the Release approved purchase requisitions page to the Purchase requisition consolidation form.
In the Purchase requisition consolidation form, you can modify, reject, or process each line item in the consolidation opportunity.
This tutorial covers creating a taskflow for automatically loading and consolidating data. On the General tab, perform the following actions: a.