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This routine is only used for customers set up for Dual Fiscal Years |
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When to run: |
Fiscal Year End |
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Conditions: |
STAND ALONE |
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Files Affected: |
Appropriation Master |
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Fields Affected: |
Encumbered Balance Forward, Encumbered |
Set Encumbered Balance Forward - Instructions
Use the Set Encumbered Balance Forward routine to do three things:
1. Copy the Encumbered amount from the Appropriation Masters in the prior year to the Encumbered Balance Forward field on the Appropriation Masters in the current year.
2. Add that amount to the Unexpended Balance.
3. Reset the Encumbered field from the current year Open Purchase Order file.
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This routine is only used for customers set up for Dual Fiscal Years |
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When to run: |
Fiscal Year End |
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Conditions: |
STAND ALONE |
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Files Affected: |
Appropriation Master |
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Fields Affected: |
Encumbered Balance Forward, Encumbered |
Directions:
To see directions for...
Opening the Set Encumbered Balance Forward Routine, click More.
1. Click Utilities from the Menu Bar.
2. Click Fiscal Year End.
3. Click
Set Encumbered Balance Forward.
Or, use the keyboard
shortcut: [ALT]
[t] [f] [f].
Set Encumbered Balance Forward Window Example:
Choosing the Selections at the Prompt Window, click More.
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Set Encumbered Balance Forward Prompts Tip: To see more information about a field, click the hyperlink for the field name. | |
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To run the routine and generate the report, click Proceed or press [ENTER]. Keyboard shortcut: [ALT + p] |
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To escape from the routine:
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Important:
