Fill in at least Fiscal Year, Chart Code and Account Number or Fiscal Year and Document Number. Use the lookup as necessary to select the criteria. Select the desired Include Pending Ledger Entry option. The lookup criteria default to the current fiscal year and the balance type 'EX.' To display all encumbrance types, including IE and PE, clear the Balance Type field.
The Include Pending Ledger Entry option provides the user with the ability to include all pending encumbrance entries, no pending encumbrance entries, or only those pending encumbrance entries that are fully approved. Cancelled and disapproved pending entries are not pulled into the balance inquiry results.