Increasing a PO Encumbrance
To add a new line or increase an unpaid line go to Purchase Orders / Requisitions
1) Select the Purchase Order Tab
2) Enter the Purchase Order and search
3) Double click to open
1) Select Extend
2) Add Account / Change Account becomes active. Select Add or Change. In Change, the Amount is
only active if there have been no payments against the account line. Make needed changes
3) Save
If the PO account line has been paid against, you must change the Encumbrance through Accounts
Payable. Go to Accounts Payable, select PO Payments, enter PO# in Quick Pay field, click Add Payment.
Click Add Payment
The following window opens, click the Payment Type dropdown
1) Select Z – Encumbrance change immediately.
2) Type in an Invoice description, such as modify: Increase by $xx. Batch# & Payment due date is not
needed.
3) Enter the total desired for the PO in the Liquidate field. (note the Payment field shows $0.00 and
cannot be entered into)
4) Save