Business Rules for Cost Share Carry Forward Encumbrances

Core Modules > General Ledger (GL) > Year-End Processes > Closing Encumbrances

Business Rules for Cost Share Carry Forward Encumbrances

• Expenses related to CG fund groups are eligible to be carried forward into the new fiscal year.

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

• Internal encumbrances for labor distribution balance type/origin code combinations are ineligible.

• Expense-related object types are eligible.

• Encumbrances that do not have a zero balance are eligible.

• Cost share sub-accounts are eligible.

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