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 the following items will be moved to the next budget period:
  • Purchase order items with a positive encumbrance
  • Order item templates
  • Unpaid invoice items
  • Plan order items, with the exception of purchase orders, that are not paid

Additional information

Find encumbrances

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