Business Rules

Financial Processing > Financial Processing Transaction Documents > Pre-Encumbrance > Process Overview

Business Rules

• There must be at least one accounting line in the document.

• Unlike other documents with more than one side, there is no relationship between the Encumbrance and Disencumbrance sections of accounting lines. Hence, there are no totals in the Accounting Lines tab of the document.

• Only object codes with object types specified in parameter OBJECT_TYPES component Pre-Encumbrance are allowed.

• Negative amounts are not allowed. Encumbrances and disencumbrances are both recorded as positive amounts.

• The Pre-Encumbrance can only be used to disencumber PE encumbrances. It cannot be used to disencumber CE, IE or EX encumbrances.

pencil-small If you are using the Sufficient Funds checking feature of Kuali Financials, remember that encumbrances are taken into account in the sufficient funds calculation. For more information about Sufficient Funds checking, see Sufficient Funds Balance Update.