Reset Unencumbered Balances

Reset Unencumbered Balances - Instructions

Use the Reset Unencumbered Balances routine to reset the Unencumbered Balance on all Appropriation Masters by using the calculation listed below.

When to run:	ANYTIME
Conditions:	No PO posting, no Appropriation Master access
Files Affected:	Appropriation Master
Fields Affected:	Unencumbered Balance
Calculation:	Appropriation Amount + Appropriation Adjustment + Revenues + Encumbered Bal Fwd - Encumbered - Expended A/P - Expended Paid =Unencumbered Balance

Directions:

To see directions for...

Opening the Reset Unencumbered Balances Routine, click More.

1. Click Utilities from the Menu Bar.

2. Click Fiscal Year End.

3. Click Reset Unencumbered Balances.

Or, use the keyboard shortcut: [ALT] [t] [f] [u].

Reset Unencumbered Balances Window Example:

Choosing the Selections at the Prompt Window, click More.

Reset Unencumbered Balances Prompts

Tip: To see more information about a field, click the hyperlink for the field name.

To run the routine and generate the report, click Proceed or press [ENTER].

To escape from the routine: