v7 FreeBalance Help

Overview

This function will provide the ability to transfer the Obligation balance from fiscal year <x> to the following fiscal year <x+1>. For this function to be available it requires at least 2 open, active fiscal year(Fiscal Year Status='Open' and attribute Current Fiscal Year for Budget Execution Is Active=True. ). If more than 2 years are available, the oldest year <x> will be rolled forward to the next year <x+1>.

The function can be executed as part of the full fiscal year end process or as a stand alone function.
 

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Budgeting & Appropriation ► Standalone Obligation Rollover

Standalone Obligation Rollover screen Fields