Multi-Year Encumbrance Date Logic - End Date
Multi-Year Encumbering obligates salary and fringe for grant funds and
federal appropriations for the entire budget period of the
grant/appropriation. The process uses the logic below to determine the
encumbrance end date.
1. If the Budget Period End Date on the Research Accounting Fund Maintenance page (FZMRFND) is populated, the encumbrance end date
will be the earliest of the following:
-
FZMRFND
Budget Period End Date (most common)
-
FZMFUND
Termination Date
-
NBAJOBS
Encumbrance Override End Date
-
NBAJOBS
Job labor distribution FOAPAL changes in the active FY
-
NBAJOBS
Contract End Date
-
NBAJOBS
Job End Date
- Maximum Fiscal Year defined on Fiscal Year page NBAFISC
- Maximum Payroll Year/Payroll ID defined on Payroll Calendar Rules page, PTRCALN
2. If Budget Period End Date on FZMRFND is not populated, and the Project End Date on FZAGRNT is populated, the encumbrance end date
will be the earliest of the following:
-
FZAGRNT
Project End Date
-
FZMFUND
Termination Date
-
NBAJOBS
Encumbrance Override End Date
-
NBAJOBS
Job labor distribution FOAPAL changes in the active FY
-
NBAJOBS
Contract End Date
-
NBAJOBS
Job End Date
- Maximum Fiscal Year defined on Fiscal Year page NBAFISC
- Maximum Payroll Year/Payroll ID defined on Payroll Calendar Rules page, PTRCALN
3. If the FZMRFND Budget Period End Date and the FZAGRNT Project End Date are not populated, no
MYE will be calculated. The earliest of the following will be used when
calculating the end of the current year encumbrance:
-
FZMFUND
Termination Date
-
NBAJOBS
Encumbrance Override Date
-
NBAJOBS
Job labor distribution FOAPAL changes in the active FY
-
NBAJOBS
Contract End Date
-
NBAJOBS
Job End Date
-
End Date of the Active Fiscal Year
NOTE: In most cases, two dates that the Grants office maintains will be the
dates used for encumbrance end date calculations:
-
Grant Budget End Date on FZMRFND and
-
Grant Project End Date on FZAGRNT
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Last Updated: October 22, 2018