Running the Entry - Pending Budget Journals Query

   Overview   

Use the UGA_KK_JRNL_PENDING_POST query to review the budget journals for your department or unit that have been entered into the system but have not yet been posted. This will help you monitor the journals that need attention.

You can also access this query using Query Viewer, accessed from the tile on the UGA Financials homepage.

In this article, you will learn the steps to run a query in the Business Management Workcenter to view pending Budget Journals.

1. Step 1

UGA Financials homepage displayed with the Classic Home tile highlighted

First, log into the Financial Management System

Click the Classic Home tile.

2. Step 2

Financial Managment page displayed with the Business Management Workcenter link highlighted

To navigate to the  Business Management Workcenter page, select:

Main Menu > UGA > Business Management Workcenter

3. Step 3

Business Management Workcenter displayed with the Reports/Queries tab highlighted

The Business Management Workcenter is displayed.

Click the Reports/Queries tab.

4. Step 4

Business Management Workcenter displayed with the Entry - Pending Budget Journals link highlighted

In the Budget Journals section, click the Entry - Pending Budget Journals link.

5. Step 5

Business Management Workcenter displayed with the Minimize Business Management Workcenter button highlighted

Click the Minimize Business Management Workcenter button to close the menu to the left.

6. Step 6

UGA_KK_JRNL_PENDING_POST query page displayed with the Dept field highlighted

The parameters for the UGA_KK_JRNL_PENDING_POST query are displayed.

The search uses Department ID. You can search using an entire ID number, or you can search for departments using a partial ID number by inserting a % sign as a wildcard. For example, 17% would return all departments starting with 17.

Leave only the % sign in the field if you want to view all departments.

Example shown here:  " 17% ".

7. Step 7

UGA_KK_JRNL_PENDING_POST query page displayed with the View Results button highlighted

Click the View Results button to run the query.

8. Step 8

Query results displayed with the uncompleted Budget journals highlighted

The Results of the query are displayed and list the Budget journals that have not been completed through posting.

Columns on the report show the name of the person that entered the budget journal, the ID assigned to the journal and the related description, and the date it was entered. It also shows the current Budget Status and journal Status.

Note : Data has been masked to protect employee information.

9. Step 9

Query results displayed with the Status column highlighted

The Status column tells you why the budget journal has not posted. A status of "Pending" indicates that it is in the approval process.

10. Step 10

Query results displayed with the 1000011501 link highlighted

Hyperlinks in the query results can link to the original journal entry in view-only mode if you need more information.

Example shown here: 1000011501 link.

11. Step 11

Budget Header page of the selected journal displayed and highlighted

The Budget Header page of the selected journal is displayed. Click on any of the tabs to review information that may help you to resolve the unposted status.

12. Step 12

Budget Header page of the selected journal displayed with the Return to Search button highlighted

When you have completed your review, click the Return to Search button.

13. Step 13

Query results displayed with the Excel Spreadsheet link highlighted

You can download data into an Excel spreadsheet for further analysis, if needed.

Click the Excel SpreadSheet link and follow the prompts to open as an Excel document.

14. Step 14

Excel Spreadsheet displayed with the Close button highlighted

The Excel file is displayed. You can filter through the columns to view the information you need.

When you are finished, click the Close button.
 
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