Business Rules for Closing Encumbrances

      Internal encumbrance, external encumbrance and pre-encumbrance balance types are eligible for close.

      Internal encumbrances for labor distributions balance type/origin code (as defined in the parameter FORWARD_ENCUMBRANCE_BALANCE_TYPE_AND_ORIGIN_CODE) combinations are ineligible.

      Pre-encumbrances related to CG balance type/fund group combinations are eligible to be carried forward into the new fiscal year.

      Encumbrances that do not have a zero balance are eligible.

      The object code must be valid.

      If the unit of work qualifies for closing encumbrances, the encumbrance beginning balance entry and its corresponding offset are created as GL pending entries.


Business Rules for Cost Share Carry Forward Encumbrances