• Article Type: General
• Product: Aleph
• Product Version: 18.01

Description:
Serial and standing order encumbrances are not zeroing because invoice for these type of orders always "not complete".

Resolution:
Serial and standing order encumbrances are not zeroing because invoice for these type of orders always "not completed".
During a year currency ratio may change as to be bigger than ratio in order date and also it may be smaller.
When ratio decreased when invoice paid system registers difference in a sum of encumbrance in a balance as an Active balance and not as a Free Balance.
In order to push these sums to a new year budget library should run p-acq-07.

At the end of the year the order of jobs should be:
p-acq-05 - open a new budget.
p-acq-07 - Transfer Remaining Balance
p-caq-06_b - Renew Order Encumbrances for Serials and Standing Orders
In order to use part of Actual Balance in a current year library may define a percent in field Max.Over/Under Encumbrance and checkmark in box Expressed as Percentage.