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Use the Account Inquiry > Open Enc tab to view open encumbrance amounts for the account.
To view the open encumbrance amounts:
On the Account Inquiry page, click the Open Enc tab to view open encumbrance amounts for the selected account.
You can change the account, if applicable. In
the Account field, type the full
account number to view the account totals for the Year
and Period range entered.
If the full account number is not known, type a partial account number
or leave the field empty. Click the Magnifying
Glass icon 
to display the Select Account
page. This page lists all accounts with an active status defined in the
Chart of Accounts program – FMACT02A.FMX
in Alio for the Year and Period Range entered on the Account Inquiry page. If a partial
account number was entered, all accounts listed will contain that account
string.
Optionally, click the Filter button
to display the filter criteria boxes
that correspond to each heading on the grid.
Type the filter criteria. For example, type the first three dimensions
in the account number to list all accounts that start with those dimensions
Press the Enter key to filter the
grid.
Click to select an account from the list. The Account Inquiry > Open Enc tab displays the search results.
Column Heading |
Description |
PO |
This column displays each purchase order with an open encumbrance amount linked to the account. |
Date |
This column displays the date each purchase order was created. |
Vendor |
This column displays the number identifying the vendor linked to the purchase order. |
Vendor Name |
This column displays the vendor's name. |
Period |
This column displays the period in which the open encumbrance amount was created. |
Amount |
This column displays the open encumbrance amount for each purchase order. A total open encumbrance amount displays at the bottom of the column. |
Follow these steps to filter the Open Encumbrances grid using the data displayed in the grid columns. Applying multiple filter criteria limits the number of transactions displayed.
Click the Filter
button to display the filter
criteria boxes that correspond to each heading in the grid.
Type the filter criteria in each applicable box; use the % sign as a wildcard character. You can type the percent sign in the following positions: X%, %X, and %X%.
Press the Enter key to apply the filter criteria and display the results.
