Once you've filtered your results to your chosen criteria, you can calculate projected spending. The calculation processes data from the Personnel module.
Click Calculate in the top left-hand corner of the screen when you have found or have created all of your record for the projection.
A green Starting Calculation... banner will appear. When the banner disappears, the calculation has finished.
Click Preview & Load.
A new window will display the filtered personnel along with potential encumbrance transactions.
Once you are satisfied and are ready to load the encumbrance transactions into the Financial module, click Load.
You will see an Encumbrances Loaded Successfully notification.
Viewing Loaded Salaries and Encumbrances
Once you've calculated and loaded the encumbrances, you can view them within the account summary.
- Click on Financial.
- Use the search function to search for an account relevant to your calculation.
- Click on the account number.
- Drill down to view encumbrances by clicking on any blue link within the left-hand side of the table.
- Click on the employee record reference number (RefNum1).
Encumbrances are viewable within a separate column.
