CNM Finance Self-Service Performing an Encumbrance Query
Encumbrance Query in 5 Easy Steps
1) Log in to MyCNM
2) Select Finance Tab
3) Select Finance Self-Service link
4) Select Encumbrance Query
5) Enter Organization Number and Other Optional Query Criteria
Logging into CNM Finance Self-Service
Go to the CNM homepage (www.cnm.edu)
Click on the MyCNM button
Log in using your CNM User Name and Password
Select Finance tab at top of the screen
Click on Finance Self-Service link
Select Encumbrance Query
The Finance Menu contains the following options:
The Encumbrance Query feature of Finance Self-Service
allows users to review outstanding encumbrance-related information.
Encumbrance: Funds committed for future payments (e.g. Purchase/Blanket Orders).
Set Query Parameters
Required Fields = Fiscal year and fiscal period (recommended setting is fiscal period = 14 to pick up all
activity including adjustments in a fiscal year), Chart of Accounts = 1, Organization must be populated.
Encumbrance status and commitment type should be set to "All" to display all transactions.
Using Buttons to Lookup Codes
The field labels for the query page also function as code lookup buttons. If you do not know the
appropriate value for that field, either leave it blank or click the button to find the appropriate value.
The wildcard (%) can be used in these fields. Click on Execute Query.
Executing Query
Reading Your Query Results
Depending on the criteria that was entered, encumbrance information results will populate. You can
view additional information by clicking on anything that is highlighted in blue.
Drilling Down Into A Query
Below is an Encumbrance Query drill down for a chosen Document Code in the report parameters.
Detailed information that may be viewed includes paid invoices, purchase document revisions, and
check disbursement reference.
Drilling Down Into A Query (Cont'd)
Remember: All information queried from Finance Self-Service is active, real-time Banner
Financial Data.