PURCHASE ORDER OPTION LINE GUIDANCE FORM
FORM INSTRUCTIONS

1. Enter the existing purchase order requiring an option line to be exercised
2. Select the date this form is being prepared
3. Enter the name of the supplier as it appears on the purchase order
4. Select the fiscal year option from the drop-down list. Options include Current Fiscal Year or Next Fiscal Year (this is a required field)
5. Enter the name of the individual requesting this action
6. Enter the requesters' phone number (including area code)
7. Enter the requesters' email address
8. Enter the PO recipient's name
9. Select the date to exercise option
10. Select the period of performance start date (required field)
11. Select the period of performance end date
12. Verification Table: This is a table with 7 columns, 1 header row, and 5 data entry rows:
    • Column 1: Line Item # - Enter the line item number from the original purchase order
    • Column 2: CO Type - Select the Cost Object Type from the drop-down list. Options include Cost Object, Internal Order, or Work Breakdown Structure
    • Column 3: CO# - Enter the cost object number for the line item as originally assigned on the purchase order
    • Column 4: GL# - Enter the general ledger account number as originally assigned on the purchase order
    • Column 5: BA# - Enter the business area number as originally assigned on the purchase order
    • Column 6: Grant # - Enter the grant number (if applicable) as originally assigned on the purchase order
    • Column 7: Amount - Enter the amount as originally assigned on the purchase order

    NOTE: If this account information needs to be changed, please complete the Purchase Order Change Form. The Purchase Order Option Line Guidance Form cannot be used to change any of the account assignments

13. Enter any additional comments (if necessary)
14. Enter the name of the Budget Administrator or Budget Executive approving this request
15. The Budget Administrator or Budget Executive must provide their hand-written signature or apply their digital ID
16. Enter the name of the Financial Officer approving this request
17. The Financial Officer must provide their hand-written signature or apply their digital ID