Generate Overage/Balancing Adjustments

Overview

The process to Generate Overage/Balancing Adjustments in the Items table for all items for specific authorization is available through the Items Tab. The process automatically creates authorization item funding combinations to address any funding overruns.

 

Prerequisites

An Authorization must be in the draft stage.

 

Generate Overage/Balancing Adjustments

To generate overage/balancing adjustments:

• Right click anywhere in the Items Tab.

• Select "Generate Overage/Balancing Adjustments" in the context-sensitive menu.

• Click on the Yes Button.

 

Notes

• The Items will be consolidated and adjusted to reflect overage and balancing based on the chosen Fund Key.

• If an item's funding is marked as final, then an authorization item funding combination will be generated to balance out unused quantities.