Rolling encumbrances forward

Use this procedure to roll the open requisition commitments and purchase order encumbrances to the next year. Current encumbrance records for requisition and purchase order must be in a processed or released state. This action cannot be run if an unreleased requisition or purchase order encumbrance exists.
  1. Select Processing > Reporting Basis > Reporting Basis.
  2. Select a reporting basis. To perform year end rollover, the selected reporting basis must have budget edits enabled.
  3. Select the year for the reporting basis in the Basis Year Close pane.
  4. Select Actions > Process Year End Encumbrance.
  5. Select My Reports > Commitment Report.
  6. In the GL Commit Document pane, open a requisition or purchasing encumbrance document. The Entity Year Period field for the commitment or encumbrance is updated to the next year's beginning period.