After creating a budget journal, use the Budget Details page to review the total effect of the budget change that you made.
In this article, you will learn how to review budget details to verify your entries.
First, log into the Financial Management System
Click the Classic Home tile.
Navigate to the Budget Details page by selecting:
Main Menu > Commitment Control > Review Budget Activities > Budget Details
Click the Budget Details link.
The Budget Details search page is displayed to allow you to search for your budget journal transactions.
Verify or enter the appropriate Business Unit 18000.
Select the Ledger Group that you want to view.
Click the lookup magnifying glass to the right of the Ledger Group field.
Click the appropriate Ledger Group to review. Click the DEPT_CHILD link.
Once you make your selection, the Search Criteria reflects that value and you can perform your search.
Enter criteria that matches the budget you want to see into the ChartFields.
First, enter the appropriate information into the Account field.
Example show here: " 651220 ".
Enter the fiscal year you want to review into the Budget Reference field.
Example show here: " 2018 ".
Enter the appropriate information into the Fund Code field.
Example show here: " 11300 ".
Enter the appropriate information into the Department field.
Enter " 17111300 ".
Enter the appropriate information into the ChartField 1 field, if needed.
Example shown here: " 20AIMS ".
Click the Search button.
The Budget Details for the specified ChartField combination appears below the criteria.
Click the View Details link on the row you want to view.
The Commitment Control Budget Details page is displayed.
Review the Child Budget. The Budget Adjustment should be reflected in the total amount.
Click the Drill to Activity Log button on the Budget Row to see more details.
The Activity Log page for the DPT_CHD_BD ledger is displayed. This lists the different journals that make up the current budget amount.
Review the information then click the OK button to close the window.
The Commitment Control Budget Details page is displayed and you have completed your review.
Click the Return to Search button to look at the Parent record.
The Budget Details search page is displayed. You can now look for the parent Ledger Group.
Click the lookup magnifying glass next to the Ledger Group field.
Click the DEPT_PRNT link
The Budget Detail Overview page is displayed.
Enter your parameters to access the budget detail.
Example shown here: " 2018 " in the Budget Reference field.
Enter the Fund Code or use the search features to find the correct value.
Example shown here: " 11300 " in the Fund Code field.
The Budget Details for the parent are shown. You can select any line to view in more detail.
Click the View Details link.
The Commitment Control Budget Details is displayed. You can drill even further into the amounts that make up the budget.
Click the Drill to Activity Log button.
The Activity Log with the transactions that make up the budget total are displayed.
Review the information and click the OK button to close the page.