How do I find the available balance in a standing purchase order in INB or SSB?
In INB, go to the Detail Encumbrance Activity FGIENCD form. Enter the eight-character purchase order number at Encumbrance and perform a Next Block function. The screen displays the vendor name, purchase order status (open or closed), FOAPAL information, and all transaction activity associated with the encumbrance. Alternately, at the Finance menu in SSB click Encumbrance Query. Enter the appropriate parameters for your query. Select the Fiscal Year, Fiscal Period (14), Chart of Accounts (1), Fund, and Organization. You may also enter an account code to narrow your search. Click Submit Query. The Query Results box displays encumbrances by account with underlined links providing access to the encumbrance document detail. The columns include original encumbrance amount, encumbrance adjustments (e.g., POCAs), Year to Date actual (posted invoices), and Current Commitments. The current commitment amount indicates the remaining balance.
In INB, go to the Detail Encumbrance Activity FGIENCD form. Enter the eight-character purchase order number at Encumbrance and perform a Next Block function. The screen displays the vendor name, purchase order status (open or closed), FOAPAL information, and all transaction activity associated with the encumbrance. Alternately, from the Finance menu in SSB click Encumbrance Query. Enter the appropriate parameters for your query. Select the Fiscal Year, Fiscal Period (14), Chart of Accounts (1), Fund, and Organization. You may also enter an account code to narrow your search. Click Submit Query. The Query Results box displays encumbrances by account with underlined links providing access to the encumbrance document detail. The columns include original encumbrance amount, encumbrance adjustments (e.g., POCA’s), Year to Date actual (posted invoices), and Current Commitments. The current commitment amount indicates the remaining balance.
