To Add Pre-Encumbered Funds on a Contract:
- Double click on the pre-encumbrance listing in Future Encumbrances.
- Choose the applicable option.
- Press OK.
- You will see the encumbrance added to Open Encumbrances.
Important Information:
*Account numbers can ONLY be used once a year to encumber funds to a contract!*
If needed, adjust a listing using the Post Adjustment button.
DO NOT enter another listing with the same account number and year.
- Check the Only allow purchases on Pre-Encumbrances box to restrict the amount Purchase Orders can be written for, to the current year contract encumbrance.
- Writing a purchase order against a contract will increase the Ordered LTD amount on the contract.
- Use the drop-down menu to assign a DEPT/WORKFLOW for the contract, if applicable.
- You can add attachments and alerts to the contract (at the top of page), once it has been saved.
- Funds can be encumbered on a contract for all of the years covered in the contract.
Additional Guides:
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