Purchase Order(PO) Liquidates Pre-Encumbrance In Wrong Budget Period (Doc ID 856321.1)

Last updated on NOVEMBER 05, 2019

Applies to:

Goal

Why does a PO liquidate the pre-encumbrance in the year the PO is created instead of the year when the req was created? And what can be done to correct this? 

For example:

1) Our budget periods match our fiscal year calendar (July->June)
2) Requisitions created in June (fiscal year 2009).
3) Purchase Orders were created after July first (fiscal/budget year 2010)

We observe that the PO liquidates the linked pre-encumbrance, but does so in 2010 so we now have a negative pre-encumbrance in 2010 while orphaning the one in 2009.

Is there a way after the Purchase Order has been created to eliminate the pre-encumbrance in 2009 and restate the error liquidation in 2010? We can create GL Journals against our KK ledgers, however these do not post. Is there a better way?  

Solution

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