--- title: PO Rollover Form description: Learn what a PO Rollover is in Aclarian, how it moves a Purchase Order's remaining balance into a new fiscal year, and best practices for managing open POs at year end. --- [Skip to content](https://support.aclarian.com/aclarian-client-support-knowledge-base/po-rollover-form#main-content) English - United States Show submenu for translations [Client Support Portal](https://support.aclarian.com/aclarian-tickets?hsLang=en-us) [![BRANDING ELEMENTS LIBRARY (11)](https://support.aclarian.com/hs-fs/hubfs/BRANDING%20ELEMENTS%20LIBRARY%20(11).png?width=500&height=141&name=BRANDING%20ELEMENTS%20LIBRARY%20(11).png)](https://Aclarian.com) Open main navigation Close main navigation - English - United States Show submenu for translations - [Client Support Portal](https://support.aclarian.com/aclarian-tickets) How can we help you? - There are no suggestions because the search field is empty. 1. [Aclarian Client Support Knowledge Base](https://support.aclarian.com/aclarian-client-support-knowledge-base?hsLang=en-us) 2. [Purchasing](https://support.aclarian.com/aclarian-client-support-knowledge-base/purchasing?hsLang=en-us) 3. [Forms](https://support.aclarian.com/aclarian-client-support-knowledge-base/purchasing?hsLang=en-us#forms) September 18, 2026 # PO Rollover Form ## Learn what a Purchase Order rollover is, when to use it, and what happens when you roll a PO into a new fiscal year ### What Is a PO Rollover? A PO Rollover moves the remaining balance of a Purchase Order from one fiscal year to the next. It is used when a PO has not been fully spent by the end of the fiscal year and you want to continue using those funds in the new year. Think of it like carrying a tab forward. The unspent, committed amount follows the PO into the next fiscal year so the project or purchase can continue. --- ### How It Works 1. Go to Purchasing -\> Forms -\> **PO Rollover Form** 2. Select the PO you want to roll forward 3. Enter a reason for the rollover 4. The system automatically updates the fiscal year on the PO and carries the remaining encumbered balance forward The PO number stays the same. Only the fiscal year is updated. This keeps reports accurate and makes it clear the PO has been rolled over. --- ### What Happens After the Rollover - The PO is now active in the new fiscal year - The remaining balance and any future activity move with it - The PO is no longer available in the prior fiscal year - All payments and invoices must be processed in the new fiscal year going forward --- ### When to Use It Use PO Rollover for: - Multi-year projects where spending continues into the next fiscal year - Open POs with remaining balances that are still needed after year end - Ongoing commitments that were not fully paid before the fiscal year closed --- ### Best Practice Close out operating POs at the end of each fiscal year unless the funds are needed for an ongoing commitment. 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