Budget Stages for Requisitions and Purchase Orders in NUFinancials: Pre-Encumbrance, Encumbrance and Expense

This Job Aid describes the budget stages of pre-encumbrance, encumbrance and expense as related to the requisition process.

  1. The entire balance of the budget is available before the requisition is budget checked.
  2. When a Requester budget checks a requisition it is displayed on the budget statement as a pre-encumbrance.
  3. When the requisition is fully approved and sourced into a purchase order, the pre-encumbrance is relieved (removed) and an encumbrance is displayed on the budget statement as an encumbrance.
  4. When a voucher (invoice) is entered into system by Accounts Payable, the encumbrance is relieved (removed) and the expense is displayed on the budget statement.

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For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.




Keywords:NUFinancials, Pre-Encumbrance, Encumbrance, Expense, Budget   Doc ID:110796
Owner:ESAF PTP Team .Group:Northwestern
Created:2021-05-13 11:42 CDTUpdated:2021-08-05 10:48 CDT
Sites:Northwestern
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