Additional information on the PO remaining encumberance rule.
Rule Overview
Note: This rule will only run if Nimbello is configured to support it. This would require an integration solution to setup.
This rule checks the remaining funds left on a purchase order and compares it to the paired line on the invoice. If the extended amount on the invoice line is more than the remaining encumbrance, then this rule will hold and be directed to the assigned direct to user.
See our article on How do I route PO Invoices?
When this rule holds, the standard comment "PO Remaining Encumbrance Hold" will be posted in the invoice audit log.
How to Clear This Hold
Like all pricing variance rule holds, which this rule is similar to, it can be overwritten by clicking the Override Hold button in the Materials / Services Invoiced area of the invoice details page to accept the price variance.
Alternatively, the invoice can be rejected. This can be done from the invoice detail page in the communication area. Click on the Vendor Error button to start the vendor invoice rejection process.