Finding Your Control Departments

Summary

In this article, you will learn how to run a query to find the Departments that accept transactions.

Body

   Overview   

You can use the UGA_KK_TRANS_DEPTS query to find your departments with control information.

In this article, you will learn how to run a query to find the Departments that accept transactions.

1. Step 1

UGA Financial System homepage displayed with Employee Self Service drop down highlighted

First, log into the UGA Financial System. 

Click the Employee Self Service dropdown button to activate the menu.

2. Step 2

UGA Financial System homepage displayed with UGA Financials drop down highlighted

Click the UGA Financials tab.

3. Step 3

UGA Financial System homepage displayed with Query Viewer tile highlighted

Click the Query Viewer tile.

4. Step 4

Query Viewer page displayed with search field highlighted

The Query Viewer opens so that you can search for the query you need.

Note: If you have already added it to your My Favorite Queries list, you can run the query from there without searching.

Enter "UGA_KK_TRANS" to search for the query.  

5. Step 5

Query Viewer page displayed with Search button highlighted

Click the Search button.

6. Step 6

Query Viewer page displayed with HTML link highlighted

The UGA_KK_TRANS_DEPT query is shown in the list.

Select the HTML option to see the report online.

7. Step 7

Query Viewer page displayed with Options for this site button highlighted

If you haven't turned on your pop-up preferences, click the Options for this site button.

8. Step 8

Query Viewer page displayed with Always allow button highlighted

Select Always allow from the drop-down menu items.

9. Step 9

Transactional Departments page displayed with Department field highlighted

Enter the appropriate information into the Department field. This allows you to search for all Departments that begin with a set of numbers. Enter the numbers after the % sign to search for all departments that begin with those digits.

Example shown here: "32" into the Department (can use %) field.

10. Step 10

Transactional Departments page displayed with View Results button highlighted

Click the View Results button.

11. Step 11

Transactional Departments page displayed with results highlighted

The results are returned. The report lists the Departments and descriptions.

12. Step 12

Transactional Departments page displayed with 2Trans&Ctl OR column highlighted

The 2Trans&Ctl OR 3-Trans Only column gives the transaction type for each of the selected departments.

A 2 indicates that the department can have transactions and also controls budget at that level.

A 3 indicates a department that can only receive transactions.

13. Step 13

Transactional Departments page displayed with Status column highlighted

The Status column indicates whether the department is currently Active (A) or Inactive (I).

14. Step 14

Transactional Departments page displayed with Control Dept column highlighted

The Control Dept column shows which department controls the budget for the department.

If the result is 00000000, it means N/A since this department is a control department.

15. Step 15

Transactional Departments page displayed with Excel Spreadsheet link highlighted

You can use the browser print features to print the report, if needed. You can also use hyperlinks on the page to download the data to an Excel Spreadsheet.

Details

Details

Article ID: 151494
Created
Sun 9/25/22 10:09 AM
Modified
Tue 4/7/26 3:47 PM