Generate Obligation

Overview

The process to manually generate an obligation is available through the Obligation Tab. 

 

Prerequisites

A user must be authorized to manually generate an obligation.

 

Generate Obligation

To manually generate an obligation:

• Search for and select a contract from the Select Contract drop-down menu.

• Navigate to the Obligations Tab.

• Click on the Generate Obligation Button.

• Enter the information in the required fields indicated by an asterisk.

  • Select an Appropriation Key from the drop-down menu.

    • The Appropriation number field will populate automatically once an appropriation key is selected.

  • Enter obligation sequence number. The appropriation key and sequence number cannot match that of an existing obligation transaction.

• Edit other fields as necessary.

• Click on the Save Button.

 

Notes

• An add can be canceled at any time by clicking on the Cancel Add Button and then selecting Yes from the pop-up window.

• Obligations can only be added to appropriations with a Posting Allowed value set to "Yes."

• Obligations can be added to active or inactive appropriations.