Choose Encumbrances

Access this form using Transactions>Encumbrances>Enter Encumbrance Liquidations>Start button> Choose Encumbrances. It is only available if the Encumbrances module is installed.

Use this form to specify the encumbrances you want to liquidate. It displays all outstanding encumbrances for the selected vendor and any outstanding encumbrances for vendor UNASSIGNED.

 

Filters: The filter is for display purposes only; it limits which items are displayed in the Encumbrances table.

• Available Filter, Selected Filter - Select an item in the Available Filter column, and click the Mover ( > ) to move it to the Selected Filter column. Your choices for filtering are: Document, Vendor ID, and Session ID.
• Compares To - Select an operator from the drop-down list. The operator compares the value in the Selected Filter column with the values in Criteria 1 and Criteria 2 to determine which items are displayed in the Encumbrances table.
• Criteria 1 - Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, you can use “%” to represent any number of characters.
• Criteria 2 - Enter a value for the end of a range if the Compares To column contains the Between or Not Between operators.

Encumbrances: The system displays the encumbrance ID, description, balance, current amount, session ID, date, and Vendor ID for all encumbrances for the designated vendor. Click in the check boxes to select or clear individual items, or use the buttons at the top of the form to select or clear all items. Select how many items per page to display using the Records per Page drop-down list. You can view items in increments of 10, 25, 50, 100, 250, 500, or 1000. The default value for the Records per Page drop-down list was selected using the Options>Customize Workstation Settings>Preferences tab.

Total Current Amount: This amount is the sum of the current amount for all line items selected in the Encumbrances table.