Encumbrances

My grant worktag is being closed but has an open purchase order and requisition. How do I find which PO/REQ needs to be closed?

You can use the Workday report “Find Purchase Orders” to find open POs. Make sure to update the "Document Date On or After" field to 7/1/2023 to bring in the right population.

You can also use the Workday report "Grant Budget Vs. Actuals R1234". It displays encumbrances and pre-encumbrances by default. Click on the grey triangle next to encumbrance and pre-encumbrance amounts to reveal a drill-down report. This may provide additional information about the purchase order, requisition, spend authorization et al.

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What is a Salary Encumbrance and what do I do if I need to fix one?

An encumbrance is a commitment to use funds for a specific purpose. By earmarking funds it helps departments in planning expenditures during the life of a budget. Salary encumbrances are set up automatically upon entry of costing allocations in Workday. Corrections for Salary Encumbrances are handled in the Financial Accounting department. 

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