Analytical Accounting and Encumbrance Management

  • Analytical Accounting and Encumbrance Management

    Posted by Janice M Phelps on April 20, 2017 at 5:06 pm
    • Janice Phelps


      April 20, 2017 at 5:06 PM

      I have a customer who wants to manage their budgets using encumbrances, but only wants a user to be stopped from a purchase when the entire department is over budget, not the GL account. I was told by Microsoft that the only way to do this was to setup the budgets through Analytical Accounting, but it looks like it will be very complicated. It also appears that there is no way to integrate this AA setup with PO Requisition Approval, which they also want at the account segment level. 

      Any thoughts? Would I be better off using an ISV alternative? 

      Janice Phelps
      Director, Professional Services
      Blue Moon Industries
      Providence RI

    Janice M Phelps replied 7 years, 2 months ago 1 Member · 0 Replies
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