Printing a Budget Transfer

Summary

In this article, you will learn how to print a budget transfer transaction.

Body

   Overview   

You print a budget transfer from the Enter Budget Transfer pages on the Classic menu where the original transaction was entered. There is no process to print. You need to use your browser's print features or your operating system shortcut, [CTRL+P] to print the document. You can print a transfer in any status. In this article, you will learn how to print a budget transfer transaction.

NOTE:  Transactions entered through the Budget Transfer page can only be accessed through the Budget Transfer page, and those entered on the Budget Journal page can only be access through the Budget Journal page.  If the transaction you need is not shown in the search results, it may have been entered as a Budget Journal that will have to be accessed through the Budget Journal page.  See Knowledge Base article Printing a Budget Journal.

1. Step 1

The Employee Self Service page is displayed with the Classic Home tile highlighted.

First log into UGA Financial Management System

Budget Transfers are entered from the Classic menu.

Click the Classic Home tile.

2. Step 2

The Oracle home page is displayed with the Main Menu drop-down highlighted.

Start at the main menu.

3. Step 3

The Main Menu navigation page is displayed with the alphabetical sort button for the Search Menu highlighted.

Reorganize the menu list into alphabetical order to make it easier to find the Commitment Control menu.

4. Step 4

The Main Menu navigation page is displayed with the "Enter Budget Transfer" option highlighted.

Use the following navigation to find the Enter Budget Transfer pages.

Main Menu > Commitment Control > Budget Journals > Enter Budget Transfer

Click the Enter Budget Transfer menu.

5. Step 5

The Enter Budget Transfer page is displayed with the Find an Existing Value tab highlighted.

To look for existing budget transfer transactions, click the Find an Existing Value tab.

6. Step 6

The Enter Budget Transfer page is displayed with the Clear button highlighted.

Clear any existing search criteria.

7. Step 7

The Business Unit field is highlighted.

Business Unit is required to search.

Enter appropriate information into the Business Unit field.

Example shown here: enter "18000" into the Business Unit field.

8. Step 8

The Journal ID field is highlighted.

The quickest way to retrieve a journal is to enter the Journal ID. If you do not know the Journal ID, you can use other Search Criteria to locate it.

Enter appropriate information into the Journal ID field.

Example shown here: enter "1000000066" into the Journal ID field.

9. Step 9

The Search button is highlighted.
Click the Search button.

10. Step 10

The Budget Header page is displayed.

To print the Budget Header page, use your browser print features or operating system shortcuts.

Press [Ctrl+P] to print.

11. Step 11

The print pop-up window is displayed with the Print button highlighted.

The print window is displayed. Select the appropriate printer and click the Print button.

Note: To ensure that the entire page prints, you may need to adjust your print settings to shrink the page or change the page orientation.

12. Step 12

The Budget Header page is displayed with the Attachements link highlighted.

You can also print any attachments.

13. Step 13

The Budget Journal Attachments pop-up window is displayed with with the attached file name highlighted.

The Budget Journal Attachments page is displayed.

Click the File Name hyperlink for the attachment you want to print.

14. Step 14

The selected PDF document is displayed.

A new tab opens and displays the pdf copy of the attachment.

Use the controls in the pdf viewer or press [CTRL+P] to print the page.

Press [Ctrl+P] to print the page.

15. Step 15

The print pop-up window is displayed with the Print button highlighted.

The Print window is displayed.

Select the appropriate printer and click the Print button.

16. Step 16

The selected pdf document is displayed with the close window button highlighted.

Close the window after printing.

17. Step 17

The Budget Journal Attachements pop-up window is displayed with the OK button highlighted.

Close the Budget Journal Attachments page.

18. Step 18

The Budget Header page is displayed with the Budget Lines tab highlighted.

You may also want to print the Budget Lines page for the chartstring information.

19. Step 19

The Budget Lines page is displayed with the Personalize Page link highlighted.

The Budget Lines page contains a lot of information. You may want to personalize the page by removing ChartFields not used.

Note: If you personalize the page, all Budget Transfer pages will be displayed in this format until it is changed again.

You can also use your browser zoom features or press [CTRL+-] to zoom in to see the entire page.

20. Step 20

The Budget Lines page is displayed.

Press [Ctrl+P] to print the page.

21. Step 21

The Print pop-up window is displayed with the Print button highlighted.

The Print window is displayed.

Select the appropriate printer and click the Print button.

Details

Details

Article ID: 148621
Created
Sat 9/24/22 10:49 PM
Modified
Tue 7/28/26 3:59 PM