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Training Center

Creating a General Encumbrance

1.      Type FGAENCB in the Search field, and press the ENTER key to open General Encumbrance Maintenance.

2.      Click the Go button.

3.      Type the title of your encumbrance in the Encumbrance Description field.

4.       Press the TAB key to advance to the Document Total field and type the amount you wish to encumber.

5.       Confirm the Encumbrance field radio button is selected.

6.       Select Document Text from the Related menu to open FOATEXT.

7.       Type the reason for the encumbrance.

8.       Press the DOWN ARROW key to advance to the next available text line.

9.       Type your name, unit, email, and 10-digit phone number.

10.    Click the Save button.

11.    Click the Close button.

12.    Click the Next Section button.

13.    Press the TAB key to advance to the Journal Type field.

14.    Type 501 in the Journal Type field.

15.    Press the TAB key to advance to the COA field and type your Chart code.

16.    Press the TAB key to advance to the Fund field and type your Fund code.

17.    Press the TAB key to advance to the Orgn field and type your Organization code.

18.    Press the TAB key to advance to the Acct field and type your Account code.

19.    Press the TAB key to advance to the Prog field and type your Program code.

           NOTE: Activity and Location codes are optional.

20.    Press the TAB key to advance to the Amount field, and type the amount you wish to encumber for this C-FOAPAL.

           NOTE: To allocate part of the encumbrance document to another C-FOAPAL:

  • Click Insert from the Functions buttons and repeat steps 13-20.

            OR

  • Click Copy from the Functions buttons and press the TAB key to advance and change any field values.
  • Type the amount allocated to the C-FOAPAL.

21.    Click the Next Section button.

22.    Click the Complete button to save and submit for posting.

            OR

            Click the In Process button to save and complete later.

23.     Click the Close button to return to the main menu.

 

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Last Updated: March 19, 2019

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