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How to run YTD Budget Report to show encumbrances details

How to run YTD Budget Report to show encumbrances details



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 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.

    1. 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.

    2. If an error occurs, 'no records found', please run the GL Encumbrance Report. Master Article - How to use the General Ledger Encumbrance Utility - GLENCUTE











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