RE: Encumbrances

["Laso, Catherine" <Catherine dot Laso at wilmerhale dot com>]

Colin and Peter,

I think the easiest way to avoid encumbering on an order by order basis is encumber new total amounts per fund once you have zeroed out all of the encumbrance totals during fiscal close.  I usually run a report in create lists on all order records with status "o" and then use stats to get a summation of E-Price totals for each of the distinct funds among these order records. For each separate fund, you will have to do a fund adjustment to encumber the total amount of e-prices so if you have a lot of different funds among status "o" records this could still take some time.  But it is certainly faster than encumbering on an order by order basis for each record with a status "o".  Good luck and I hope this helps.



Catherine Laso
Library Systems Manager
Wilmer Cutler Pickering Hale and Dorr LLP
2445 M Street NW
Washington, DC 20037 USA
+1 202 663 6894
+1 202 663 6363 fax
catherine dot laso at wilmerhale dot com