Reducing the Encumbrance from a PO

Jacob Sieber
Jacob Sieber
Fourth Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions
Reducing the Encumbrance from a PO

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper
    Hi Jacob,


    To relieve the encumbrance from a PO that is posted, you create a receipt for line items that have been received, then post that to the GL.
  • Jacob Sieber
    Jacob Sieber
    Fourth Anniversary Facilitator 1
    I've done that but it seems like it is not POSTED and reducing the amount.

    In my receipt is says on a box Not yet Posted. You can change that to Waitingf or Invoice, but I did not do that. Would that stop the encumbrance from being posted correctly from a Receipt?
  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant
    If it says 'Not Yet Posted', sounds like it did not post. Maybe you only validated and not posted.


    If you want to reduce an amount on a PO (not to be invoiced) you need to cancel that amount by selecting cancel in the drop-down box. If you want the receipt to create an invoice then click on receive.



  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant
    Should ask, are you using Weburchasing? if you are then you need to receive or cancel within Webpurchasing for the PO in Webpurchasing to pick up what you are doing.
  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    Hi Jacob,

    Did you get the encumbrance to post? I was just thinking on the posting parameters and maybe you have encumbrances unselected when posting.

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