POWF - to make the expenseClass optional

[rmathew1011]

We have had another change due to using all of the money in an endowment fund, and with the new fund it does not require an expense class. The vendor made the change in the MARC records for this one account, but the job is failing in PO workflow process. I believe it is because there is no expense class. All our other records/accounts that use the PO workflow have expense classes. So, my guess is that the workflow has the expense class set to required. Is there a way for you to make the expense field not required?

In the MARC record, the fund is in the 980$b field and the expense class is in the 980$y field.

=980 \$busergen$c99994569726$g565750$kUSD$m189.00$nCarolyn Biery, [email protected] (Originally print PDA)$q1$sAcqMono Conventional$tPurchase at vendor system$uVendor order reference number$vZYBP$ySelectors - electronic$zElectronic resource

With the change, we no longer have an expense class in every record (it’s not required). The $y is empty in some records.

=980 \$bmomclub$c99994568968$g565759$kUSD$m836.00$nAzile Nelson, [email protected]$oPSAA 643 Fall 2023 (upgrade)$pPSAA;643;;$q1$sAcqMono Conventional$tPurchase at vendor system$uVendor order reference number$vZYBP$y $zElectronic resource

Let me know what you find when you have time to investigate this, and also let me know if you have any questions for me.

Thank you!

Shannon

Jeremy has provided with suggestions:
" I have not looked at/ thought about it in great detail. But it seems to me that we need to make sure that
The PO form allows us to submit it without the expense class
At no point in the flow of the WF logic do we require the expense class to be present"

[kaladay]

POWF = Purchase Order Workflow.

[kaladay]

Use Statistical Code: ybpetext.
Use Fiscal Year Code: FY2024.