Budget control and encumbrance relieving

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Posted on by Shirl

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We have budget control set to include all journals and all encumbrance and pre-encumbrance when calculating available balance as well as all journals and all source documents. In the over budget permissions group, we have no users added. We do not exclude anyone from getting over budget errors and the budget threshold for errors is 100.00 - when the budget is reached. The issue is only occurring when the relieving amount on an order is posted, but not appearing in the budget inquiry area. For example, I have an order that is encumbered for 20,000 and invoices totaling 9,584.38, but there are only relieving transactions for 2,445.81 showing in the budget control window. This causes the budget to be exceeded and to go negative as additional invoices are entered. Has anyone run across this where the relieving works fine in the purchase order module but not the budget area?

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syed baber 11,627 on at

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RE: Budget control and encumbrance relieving

Hi Shirley,

Try to run the Encumbrance reconciliation report with all the details. This will give you the detail of the encumbrance and pre-encumbrance amounts. The path is GL->Reports -> Reconciliation -> Vendor -> Encumbrance.

Please verify and let me know if you have any queries.

Thanks,

Baber.
Nemesis 680 on at

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RE: Budget control and encumbrance relieving

Hi Shirley,

Anything on this issue? I think I'm having somewhat the same issue where transactions are not being relieved. Though this happens for me with pre-encumbrance which ends up doubling the actual total of the invoices.

Hope you were able to get around this.