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Adaptive Planning
Last Updated: 2023-06-23
Commitment and Obligation Ledgers as Versions

Commitment and Obligation Ledgers as Versions

Preview Date: 2025-02-08. Production Date: 2025-03-15
For OfficeConnect for Financial Management, administrators can now configure additional versions and corresponding Show Details fields for these versions.

Business Benefits

You can now report on Commitment and Obligation Ledgers, also known as Pre-encumbrance or Encumbrance ledgers in OfficeConnect for Financial Management. These ledgers are typically used in Education and Government industries.

Changes

In the Set Up Reporting Model task, administrators can now configure:
  • Additional versions for:
    • Commitment Ledger
    • Obligation Ledger
  • Show Details fields specifically for these Versions.

What Do I Need to Do?

To use the Commitment and Obligation Ledgers:
  1. Run the
    Set Up Reporting Model
    task.
  2. From the
    Versions
    section, add the ledgers as versions.
  3. (Optional) Configure Show Details for each version
End users can then see these versions as elements in OfficeConnect.

What Happens if I Do Nothing

Commitment and Obligation Ledgers will not be available for reporting in OfficeConnect for Financial Management.

Change Log

We incorrectly reported that this functionality delivered to Preview on 10-25-2024. We plan to deliver this functionality to Preview and Production in a future update.