Encumbrance Processing Options

There are two options for processing encumbrances:

• Batch processing.

  You use batch processing to create baseline encumbrances for a fiscal year and to update encumbrances on an ongoing basis.

  Note:

  You should run the batch encumbrance processes regularly to ensure that your encumbrances reflect job data and position data changes that occur during the fiscal year and to liquidate unused pre-encumbrance and encumbrance amounts from the budget.

  There are separate batch processes for calculating encumbrance amounts and for posting the encumbrance data to PeopleSoft Financials.

• Real-time budget checking.

  Real-time budget checking processes job data and position data changes as they occur. Depending on how you've configured the system, changes to job data and position data can be processed immediately, with feedback to the user who makes the change, or the budget checking can be deferred, in which case you use a separate budget-checking component to initiate processing.

  For both immediate and deferred budget-checking, the system calculates encumbrance amounts and sends the data to PeopleSoft Commitment Control, which supplies a return message indicating whether there are sufficient funds for creating the encumbrance.

Note:

Encumbrance processing calculates and posts encumbrance data only for departments that are specifically configured to use the Commitment Accounting business process. Configure departments for commitment accounting on the Departments - Comm. Acctg. and EG page (DEPARTMENT_TBL_CA).