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OCLC Support

Do I have to invoice the orders with encumbrance 0 before closing the current budget?

Applies to
  • WorldShare Acquisitions
Answer
  • If the encumbrance of the item is already 0.00, because the amount paid exceeds the amount ordered, then the items will not be moved to the next budget period upon closing the previous budget period, even if they are not invoiced.  Only items with a positive encumbrance will be moved to the next budget period.
Additional information

Find encumbrances

Page ID
39892