How to run YTD Budget Report to show encumbrances details
How to run YTD Budget report to show encumbrances
YTD Budget Report
Encumbrance (Transaction Type 4)
Report Options
Include encumb/liq entries
Report option Include encumb/liq entries is not selected to include that type of journal details
Enterprise ERP > Financials > General Ledger Menu > Inquiries and Reports > YTD Budget Report
Click Search
Enter Org, Obj, Project
Click Accept
Click Report Options
Update Segment Sequence
Choose the Print Options > Report Options
Review the Carryforward field, update as needed
Click Additional Options
Choose the additional options
Check Include encumb/liq entries
Carry Forward - Defines the report output as one of the following:
The default value is Totals (GAAP), but that can be updated as needed.
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.
NOTE:
do NOT check off the 'Print Revenues-Version headings', running the report with this setting will NOT include an encumbrance column within the report.
Verify in Account inquiry that there is an encumbrance journal by clicking on the Yellow folder next to the encumbrance column.
If journals pull in verify that the report is being run for a timeframe that one of the encumbrance journals would display on the report.
If an error occurs, 'no records found', please run the GL Encumbrance Report. Master Article - How to use the General Ledger Encumbrance Utility - GLENCUTE