Strategic Sourcing – Contracts & Procurement Services & Finance Connect – Friendly Reminders:

Your Strategic Sourcing team has a few friendly reminders to help you have a successful Fiscal Year End!

As we have just past mid-year, our recommendation is to review your current open Purchase Orders (PO) to verify a few things:

      • Did you receive the items you ordered?  If not, please let our team know.  
      • Do you still require the POs showing on your open encumbrances? If not, please submit a Change Order to close POs that are no longer needed by your department.
      • Have you paid all invoices applicable to your open POs? If so, please submit a Change Order to close.
      • If you have the final invoice for your PO, please make a note on the invoice or payment approval to notify our Payment Services team. We can close the PO once the payment has been made.

The Finance Support team will be hosting an Encumbrance Management Workshop soon! Join us at 2:30pm Friday, March 17, 2023 to learn all about the lifecycle of a PO. We’ll review tools available in CFS and the Finance Data Warehouse that aid in managing PO encumbrances, concluding with some hands-on review and open Q&A.

Please share this message with any staff or faculty you feel should be notified. Feel free to reach out to our Strategic Sourcing team for any questions at strategicsourcing-c-ps@sjsu.edu.

Wishing you all a great rest of the month!

Strategic Sourcing- Payment Services: Friendly Reminders

Your Strategic Sourcing team has a few friendly reminders to help you have a successful Fiscal Year End!

Current & Fast Approaching Deadlines:

June 3rd

  • Final Day to submit Travel Reimbursement
  • Final Day to submit Non-Employee Travel Reimbursement
  • Final Day to submit Direct Payment
  • Final Day to submit Employee Reimbursement
  • Final Day to submit e-Invoices

June 27th

  • Final Check Run day

June 28th

  • Final Day for ACH processing from the June 27th check run.

Full list of 2022 FYE Deadlines

Please share this message with any staff or faculty you feel should be notified. Feel free to reach out to our Strategic Sourcing team for any questions at strategicsourcing-c-ps@sjsu.edu.

Wishing you all a great and successful month!