Automatic Carry Forward Encumbrances with Budget Augmentation

This method is recommended, in addition to the Automatic Carry Forward method.Use ENUTRE for budgets. Run the utility to add the amount of the carry forward encumbrances to the subsequent year's budget. It is recommended that a dedicated budget version be used. This will enable you to re-run this process, if necessary, without affecting other budget records. It will also allow you to easily track the budget/payment activity for these prior year encumbrances. Last year's encumbrances are automatically carried forward as part of the subsequent year's encumbrance accumulators.

To create GL budgets in the new fiscal year based on EN balances from the previous year, in ENUTRE:

• Answer "N" to "Is a Balance Forward entry to be created?" (Otherwise, it will try to create a manual roll forward and will abort.)
• Answer "Y" to the question "Create GL budgets for the encumbrance balance amounts."
• You will be asked which ledger code to use, which fiscal year the budgets should be created for, whether you want to replace existing budgets or add to them, and which budget version should be updated. (A similar question exists for creating JL budgets.)

As long as you use a dedicated budget to hold the budgets based on ENs, if you need to back-post ENs to last year and need to re-run ENUTRE to create the budgets, you can use GLBUCB (copy the budget to itself with a percentage of zero) to zero out this budget version. Even if you do not use a dedicated budget, if you logged the budget changes for this budget version, you can use GLUTSUUN to undo the budget changes.