Set up the Purchases & Payables Setup page for encumbrances

To enable the calculation of encumbrances, you must perform some setup on the Purchases & Payables Setup page.

To set up the Purchases & Payables Setup page for encumbrances

  1. Choose Lightbulb that opens the Tell Me feature., enter purchases & payables setup, and then choose the related link.

    The Purchases & Payables Setup page opens.

  2. On the Encumbrances & Purchase Order Posting FastTab, perform the following steps:

    1. To specify that encumbrance entries are to be created when purchase orders are released, turn on Create Encumbrance Entries.
      When Create Encumbrance Entries is turned on and the G/L account that appears on a purchase order line has Disable Encumbrance Entries turned off, Sparkrock 365 includes the line in the encumbrance entry calculation.
    2. To specify that Sparkrock 365 is to perform detailed tracking of encumbrance ledger entries, turn on Create Detailed Encumbrance Entries.

Set up encumbrances

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