26 Jun 2013

Significance of "Reserve at Completion" flag:

Significance of "Reserve at Completion" flag:

Navigation - Purchasing > Setup > Organization > Financial options > Encumbrance tab

If "Reserve at Completion" is checked, the functionality allows the users/preparer to take Reserve action on the Requisition before it is submitted for approval . In this case the 'Reserve' checkbox is enabled in the approval window for Requisition.

If "Reserve at Completion" is unchecked, the functionality prevents users/preparer from taking Reserve action on the Requisition before it is submitted for approval. This keeps the system from reducing the Budget (by reserving a Requistion) before it knows whether it is going to be approved or not.
In this case, the reservation does not occur until the required approver have approved the requisition. This is implemented by disabling the 'Reserve' checkbox in the approval window for Requisition - thus forcing the user to submit the requisition for approval without reserving and then letting the approval workflow do the reservation after all approvers have given their approval for the requisition.

This flag can only be checked if 'Use Requisition Encumbrance' is checked on the same screen .
If either 'Reserve at Completion' is No, then the RESERVE checkbox in document approval form will be disabled.


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