Encumbering, Liquidating, and Adjusting

• Why can't I encumber my revenue accounts?
• How can I fully liquidate an encumbrance even though the invoice is for a slightly different amount?
• Can I encumber funds without creating a purchase order?
• The original encumbrance was incorrectly coded; how can I correct the coding after the encumbrance has been posted?

Why can't I encumber my revenue accounts?

Since an encumbrance is an obligation, only EXP type General Ledger accounts are available to select for an encumbrance.

How can I fully liquidate an encumbrance even though the invoice is for a slightly different amount?

On the transaction entry form, select the "Fully Liquidate Encumbrances Upon Post" check box.

Can I encumber funds without creating a purchase order?

Yes. You can enter encumbrances using the Transactions>Encumbrances>Enter Encumbrances form.

The original encumbrance was incorrectly coded; how can I correct the coding after the encumbrance has been posted?

You can adjust an encumbrance by starting a new Encumbrance session using the Transactions>Encumbrances>Enter Encumbrances form and using the same encumbrance number and Vendor ID. The system will remind you that this will create an adjustment. You can then decrease the incorrect code combination and make the correction as an increase.