How to run YTD Budget report to show encumbrances

Owned by Knowledge Assistant
Last updated: Mar 28, 2024 by Moriah Yorkey
1 min read
Description of Issue

How to run YTD Budget report to show encumbrances

Context

  • YTD Budget Report

  • Encumbrance (Transaction Type 4)

  • Report Options

  • Include encumb/liq entries

Cause

Report option Include encumb/liq entries is not selected to include that type of journal details

Resolution

  1. Enterprise ERP > Financials > General Ledger Menu > Inquiries and Reports > YTD Budget Report

  2. Click Search

  3. Enter Org, Obj, Project 

  4. Click Accept

  5. Click Report Options

  6. Update Segment Sequence

  7. Choose the Print Options > Report Options

  8. Review the Carryforward field, update as needed 

  9. Click Additional Options 

  10. Choose the additional options

  11. Check Include encumb/liq entries

Additional Information

Carry Forward - Defines the report output as one of the following:

  • The default value is Totals (GAAP), but you can change this option for any period in the entered year.

  • Totals (GAAP)—Includes current year and carryforward activity.

  • Current Year Only—Excludes activity related to encumbrance carry forward.

  • Carry Forward Only—Includes only activity related to encumbrance carry forward.

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