Effective: 03/15/2021

A purchase order is required to be used for:

• Invoice amounts over $500 that are not Grants, Subsidies, or Utilities.
• Items with account codes not excluded from the PO requirement (refer to the OAKS FIN Account Code Reference)

• myOhio.gov > MY WORKSPACE > Financials Globe  > NavBar > Menu > Accounts Payable > Batch Processes > Extracts and Loads > VOLT Landing Page

1. Verify all required fields are completed (i.e., Business Unit, Origin Code, Supplier ID, Location, Address, Invoice Number, Invoice Date, Invoice Received, and Last Receipt Date).
2. Complete any other fields that are provided on the invoice image.
3. Click Reassign.

• The Reassign pop-up window displays.

4. Select the appropriate Work Group based on the instructions in the "AP Exception Codes Quick Reference Table" topic.
5. Click the Exception Category lookup icon and select the appropriate Exception Category.
6. Enter the OSS Comment based on the standards found in the "AP Exception Codes Quick Reference Table" topic.
7. Click OK.
8. The VOLT work item is routed to the selected Work Group.