VISION FINANCIALS. Budget Status (GLS8020) Introduction. Purpose of the Report
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1 VISION FINANCIALS Budget Status (GLS8020) Introduction Purpose of the Report The report displays all Commitment Control ledger amounts (budgeted, associated revenue, pre-encumbrance, encumbrance, expense) and the available balance for the budgets you select as of the run date and time. The run control page provides the user with flexibility to select chartfield combinations and to further specify whether they would like the report based on a range of values or specific values for each chartfield. User can also specify the ledger group (APPROP, ORG, ORG2_GRP, ORG3_GRP, etc). The report can be sorted and subtotaled by chartfield. Report is used to monitor and review budget balances. Type of Report Structured Query Report (SQR) Navigation Path to the Report Commitment Control > Budget Reports > Budget Status 1
2 Report Request Parameters General Notes: Select an existing Run Control ID or enter a new one For reports that are run on a regular basis, user should select a Run Control ID naming convention that can be easily identified (e.g. Budget_Status) An asterisk * preceding the field name indicates input is required Report Request Parameters see screenshot below In This Field Enter Notes * Unit: Leave BU defaulted value or use the lookup to select * Ledger Group: type Ledger Group name or use the lookup to select Ledger Group should correspond to your business unit s budget structures. Run Query to find ledger group for org budgets: VT_WHAT_LEDGER_ORG_DEPTID Refresh click the Refresh Button to populate the grid with rows for each ChartField after the first use, the Refresh Button is used to remove all values * Sequence: numeric sequence (1, 2, 3, etc.) * Include CF: select check box sequence (columns left to right) that chartfields will appear on the report; also determines the sort order from lowest to highest value the default sequence is alphabetical select chartfields to be displayed on the report. Once selected, you have the option of defining specific values or leaving the value field blank. Leave blank to select all values for the ChartField Subtotal: select check box Department value(s) must be specified. select Subtotal to include a subtotal of all amounts for the ChartField when using the ChartField selection grid all selected sub-total check boxes must be in sequence and there must be no gaps in the sequence. 2
3 Chartfield Selection (continued) see screenshot below In This Field Enter Notes Value: To Value: enter chartfield value or use the lookup to select enter chartfield value or use the lookup to select user can select a specific value or a range of values if selecting a range of values, this is the beginning value in the range user can select a specific value or a range of values if selecting a range of values, this is the ending value in the range Save push the save button to save report parameters save reports that you want to run on a regular basis Run Click the Run button Process Scheduler page loads. The report should be selected. Server Name Select PSUNX This is the server for SQR Reports Type Choose desired value Web is recommended, but you may also choose to have report printed, ed, or saved to file. Format Choose desired value PDF is recommended. Ok Click the Ok button This runs the report and returns you to the Report Request Parameters page. Process Monitor Click the Process Monitor link To view the processing status of the report. Click refresh until the Run Status displays success and the Distribution Status displays posted. Details Click the Details link Opens the Process Detail page. View Log/Trace Click the View Log/Trace link Opens the View Log/Trace page. GLS8020 #####.PDF Click this link for the PDF file This opens the report in a new page. 3
4 Report Request Parameters 4
5 Process Scheduler Request Page Process Monitor Page 5
6 Process Detail Page View Log/Trace Page 6
7 Example of Report Output 7
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