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  • Differences in Carry Over Encumbrances

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Create an impact on encumbrance adjustment to negate the amount (enter as a negative).  If possible, it is recommended to use the same date as the data was imported to Redesign. This will reduce the total remaining encumbrance on the PO and the current encumbered amount on the associated account. 

The import also created Carry Over Encumbrance on the Expenditure Account.  Access the expenditure account under CORE and create a budget adjustment (negative amount) to reduce correct the Carry Over Encumbrance amount by the amount in order to place the Expendable figure back to where it was before the import.

NOTE: If the remaining encumbrance amount on the purchase order is positive then both the impact on encumbrance adjustment and budget adjustment will be negative. In situations that involve Cancelled_Partial or Cancelled_Full transactions, the remaining encumbrance amount on the purchase order can show as negative instead. If the remaining encumbrance amount on the purchase order is negative then both the impact on encumbrance adjustment and budget adjustment will be positive.

Filter the Expenditure Account grid to locate the Account Code from the PO Item. Click the view icon  for the account. Then, click on .

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