Creating and Changing Manual Commitment Entries

If you need to create a simple fund reservation for requesting products and services, you can create manual commitment records. You need to release manual entries to create encumbrance records and unrelease the manual entries to delete the records. Use this procedure to create and change manual commitments.

To create and change manual commitment entries

  1. Access Manual Commitment Entry (GL76.1)
  2. Define the manual commitment entry information. Use the following guidelines to enter field values:
    Company

    Type or select the company you are creating or maintaining manual commitment entries for.

    Year

    Type a fiscal year you want to post the manual commitment entry in.

    Period

    Type or select any period you want to post the manual commitment entry in. When you select a company, the current period for that company defaults.

    Entry

    Type or select the manual commitment entry number.

    Description

    Type a description for the manual commitment entry that you are creating.

    Projected Expr Date

    Type or select a projected expiration date for the manual commitment entry. This is an optional field.

    User Reference

    Type a three character reference for the manual commitment entry. This can be used in to limit information in reports.

    Position To

    Type a specific manual commitment entry line number where you want to begin an inquiry.

  3. Define the manual commitment entry lines using the following guidelines:
    FC

    Type or select the line action you want to perform Use Add (A) to define a new manual commitment entry line. Use this with either Add or Change form action

    Use Change (C) to modify existing line information. Use this with the Change form action.

    Use Delete (D) to remove a manual commitment entry line. Use this with the Change form action.

    You can insert one or two up to four blank lines. Use this with the change form action.

    Account Unit

    Type or select the accounting unit you want to use on the manual commitment entry line. The accounting unit must exist on Accounting Units-accounts (GL20.1).

    Account

    Type or select the account you want to use on the manual commitment entry line. The account must exist on the Chart of Accounts (GL00.1) and must be associated with the accounting unit.

    Sub Account

    Type or select the sub account you want to use on the manual commitment entry line. The sub account must exist on the Chart of Account (GL00.1) and must be associated with the accounting unit.

    Amount

    Type the amount for the manual commitment line. You can indicate a credit with a negative preference (-) following the amount.

    Units

    Type the units for the manual commitment line. You can indicate a credit with a negative (-) preference following the value.

  4. Run the program.