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How to View Your PO Encumbrance Balances

December 11, 2014   |  By Financial Systems

Monitoring PO encumbrance balances could help you  increase your department's available budget by eliminating PO encumbrances which are not going to be used.  The document below describes how to set up your inquiry on the RAVEN Financials Transaction Detail page. 

After downloading the RAVEN data to Excel, you'll be able to follow the steps here to create a pivot table that allows you to quickly identify those POs with remaining encumbrance balances.  The document also provides a few tips for modifying your pivot tables to make them easier to read.

Use this link to reach the directions described above: How to View Your PO Encumbrance Balances - Excel 2010 .