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Why can't I close my old budget, when I have no encumbrances?

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Applies to
  • WorldShare Acquisitions 
Answer
  • When trying to close a budget, after setting up your new budget and ensuring your funds are all mapped to the new budget, then checking that you have no encumbrances, you may see a pop-up message when you select Close Budget advising the following:

      "To close a budget, you must re-assign all unpaid items and templates that use this budget to the next budget."

        The list below the message includes all funds from this budget that are used by either an unpaid item (order or invoice) or an order item template.

  • You may have order templates in use that need to be reassigned to the new budget.
  • You may have no encumbrances as you have received all items ordered, but you may still have unpaid invoices. All invoices need to be paid before a budget can be closed.

 

To locate any unpaid invoices 

  1. Select: Invoices from the left Acquisitions menu
  2. Select: Invoices button
  3. Select: Payment Status
  4. Select: Open and Ready for payment
  5. Select Apply

The results will return only invoices with the status as selected above. Pay each invoice so all are "Paid". You could use any leftover funds from your unexpended budget so it becomes zero. Then, you should be able to go in and close the 20XX budget. 

Page ID
27814