You can use the UGA_KKE_BUDGET_CK_ERRORS query to identify budget checking errors by chartstring. The query returns errors from budget journals, budget transfers, general ledger journal entries, travel expense reports and accounts payable vouchers.
This query reflects the information at the time the query was run. As transactions continue through the process, new budget checking errors may occur since the query was last run. Budget checking occurs in real-time and this query can be used multiple times during the day to pick up those real-time budget checking errors as needed.
First, log into the UGA Financial Management System.
The query is run using Query Viewer.
Click the Employee Self Service dropdown menu.
The Query Viewer is located on the UGA Financials homepage.
Click the UGA Financials option.
Click the Query Viewer tile.
UGA queries have a specific naming convention. All queries begin with UGA_XX (where XX = the module to which the query pertains) Commitment Control uses KK as the module abbreviations. They are using KKE to identify queries related to commitment control errors.
Enter "UGA_KKE" into the search field.
Click the Search button.
Click the HTML link on the UGA_KKE_BUDGET_CK_ERRORS row.
A new page opens with the parameters you can use to find the budget check errors.
Use any of the search fields to narrow down the search for the budget check errors you want to review.
Enter appropriate information into the Dept field.
Example shown here: "14%" into the Dept field.
Click the View button.
The results are generated and shown. You can review the information here or download the results to an excel file where you can use features such as filters and pivot tables to analyze the data.
The Tran Date is the date the transaction was entered. The query is sorted by this field from oldest to newest.
The Ledger Group shows the commitment Control Ledger with a budget exception. The Ledger Groups are:
DEPT_PRNT - parent budget for non-project/grant-related expenditures
DEPT_CHILD - child budget for non-project/grant-related expenditures
DEPT_REV - revenue budget for non-project/grant-related revenues
PROJ_PRNT - parent budget for project/grant-related expenditures
PROJ_CHILD - child budget for project/grant-related expenditures
The Tran Type identifies the type of document with the budget checking error. These types include:
GL_JOURNAL - entered as a GL journal transaction
GL_BD_JRNL - entered as a commitment control budget journal or transfer transaction
EX_EXSHEET - entered as a travel expense transaction
AP_VOUCHER - entered as an Accounts Payable journal voucher transaction
The Excptn (Exception) Type column shows the system identification for the type of error.
The Budget Exception Type column describes the type of error shown in the previous column. These errors include:
No Budget Exists - no budget exists for the ledger group and chartstring listed
Spending Authority Over Budget - Generally seen when the spend or revenue transaction will change the budget. For example, an expenditure credit when no actual expenditure exists on the chartstring to offset will cause the budget balance to be negative.
Exceeds Budget Tolerance - transaction exceeds the amount budgeted for the ledger group and chartstring
The Voucher column identifies the voucher number (for AP voucher transactions) assigned to the voucher with the error.
You can use this number to find and review the original AP voucher for the transaction.
The Voucher Line Number column shows the line number on the transaction that contains the error.
This number points you to the specific line on the voucher that contains the error.
The Voucher Distrib Line column shows the distribution line number on the transaction that contains the error.
The Journal ID column shows the Journal ID for the general ledger journal, budget journal or budget transfer journal that contains the error.
You can use this number to retrieve and review the original document that created the error.
The Journal Line Number column shows the line number of the general ledger journal, budget journal or budget transfer journal that contains the error.
This number points you to the specific line on the journal that contains the error.
The Expense Report column shows the ID of the Expense Report that contains the error.
The Line Number column shows the line number of the specified Expense Report that contains the error.
This number points you to the specific line on the report that contains the error.
The remaining columns of the report display the ChartField values entered on the specified line of the specified document.
Scroll as necessary to view additional columns.
You can download the results to Excel. This will open an Excel file and load the data shown on the screen. You can then use Excel features such as filters and pivot tables to analyze the data.
Close the query when you are finished.