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.
First, log into the Financial Management System
Click the Classic Home tile.
To navigate to the Business Management Workcenter page, select:
Main Menu > UGA > Business Management Workcenter
The Business Management Workcenter is displayed.
Click the Reports/Queries tab.
In the Budget Journals section, click the Entry - Pending Budget Journals link.
Click the Minimize Business Management Workcenter button to close the menu to the left.
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% ".
Click the View Results button to run the query.
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.
The Status column tells you why the budget journal has not posted. A status of "Pending" indicates that it is in the approval process.
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.
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.
When you have completed your review, click the Return to Search button.
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.
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.