Running the GL Entry - Journals Pending Query

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Overview

Use the UGA_GL_JRNL_PENDING_POST query to review the general ledger 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 find pending General Ledger Journals by department.

1. Step 1

First, log into the Financial Management System

Click the Classic Home tile.

2. Step 2

To navigate to the Business Management Workcenter , select:

Main Menu > UGA > Business Management Workcenter

3. Step 3

The Business Management Workcenter is displayed.

Click the Reports/Queries tab.

4. Step 4

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

5. Step 5

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

6. Step 6

The parameters for the UGA_GL_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.

Enter appropriate information into the Dept field.

Example shown here: " 17 " in the Dept field.

7. Step 7

Click the View Results button to run the query.

8. Step 8

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

Columns on the report show the name of the person that entered the journal,

the ID assigned to the journal, the date it was entered, the status of the journal, the description of the journal, the source that generated the journal, and the budget status. The remainder of fields on the page are used to generate the query.

Note: Data has been masked to protect employee information.

9. Step 9

Hyperlinks in the query results can link to original documents or pages in view only mode to give more information.

Click the Journal ID of the journal you want to view.

Example shown here: 1000013078 link.

10. Step 10

The Header page of the selected journal is displayed.

The Header page gives basic information about the journal such as the date it was entered, the description, and when and by whom the journal was entered.

The chartstring used for the transaction is found on the Lines page.