BUDGET REPORTS

PeopleSoft has several delivered Budget Reports. 

 

BUDGET STATUS REPORT

Navigation:

Commitment Control à Review Budget Activities à Budget Reports à Budget Status

When running processes or reports, PeopleSoft usually requires the user to create a process name (often called a Run Control ID). 

To add a new Inquiry Name, select the  tab.  Enter the Inquiry Name and select . 

 

Complete the Business Unit (SALIS or SUFND) and Ledger Group (CC_DEPT or CC_PROJ).  CC_DEPT is used for to review department budgets.  CC_PROJ is used to review project budgets.

Select     


The different Chartfields will then appear.  Select the chartfields as noted above.  Since we are doing a report on a department budget, select the department chartfield.  If you were doing a project budget report, select the project chartfield.

Complete the appropriate department number or project number value.

BUDGET REPORTS

Select .  Once saved, the user can retrieve this Run Control ID without having to input every value again.  The user should only have to enter a new department or project number value. 

The user could also decide to create a Run Control ID specific to that department or project value.  Then no adjustments to the department or project number will need to be made within the Run Control ID.

Select  to actually run the process to create the report. 

The following page appears:

 

Complete the Server Name using the “drop down arrow” and selecting PSNT.  Everything else should be automatically filled by PeopleSoft.

Note that the report format is PDF.  This will require that the user has installed Adobe Reader.  Installation of the Adobe Reader can be found at http://www.adobe.com/products/acrobat/readstep2.html         

Select .

 

The following page appears:

 

 

Note that a Process Instance number appears.  Select  to monitor the job’s progress. 

 

The following page appears:

 

The process will likely have a Run Status of “Queued” and it will progress (hopefully) to “Success”.  The user can select  to update the job status.  Note that “Success” only means that the process ran successfully; it does not mean necessarily that the process output is correct.  Select the Details link.


The following page appears:

 

The actual report can be found by selecting the View Log/Trace link. 

The Message Log link provides job information identifying the processes run and whether such processes were successfully completed.  An example of such follows:

 

The following page appears:

 

Select the report link above and the report will open. 

An example of the Budget Status Report follows:

 

LEDGER DETAILS REPORT

The Ledger Details Report summarizes total budget, encumbrances and expenses for each commitment control budget of a department or project.  The Available Budget is also calculated for each commitment control budget.

Navigation:

Commitment Control à Review Budget Activities à Budget Reports à Ledger Details

 

The user can use the existing Run Control ID (created for the “Batch Status” Report) or add a new one.

Select  for an existing Run Control ID or select  for a new Run Control ID.

Once an existing or new Run Control ID is selected, the following page appears:

 

 

Complete the Business Unit (SALIS or SUFND) and Ledger Group (CC_DEPT or CC_PROJ).  CC_DEPT is used for to review department budgets.  CC_PROJ is used to review project budgets.

Select  and the different Chartfield rows will then appear.  Select the chartfields as noted above.  Since we are doing a report on a department budget, select the department chartfield.  If you were doing a project budget report, select the project chartfield.

Complete the appropriate department number or project number value.

Select . 

Select .

Complete the Server Name using the “drop down arrow” and selecting PSNT.  Everything else should be automatically filled by PeopleSoft.

Select .

Select  to monitor the job’s progress. 

Select  to update the job status.

Once the job status equals Success, select the Details link and then the View Log/Trace link.

Select the report link and open the report.

 


The following report is created.

 


BUDGET TRANSACTION DETAIL REPORT

 

Navigation:

Commitment Control à Review Budget Activities à Budget Reports à Budget Transaction Detail

 

 

The user can use the existing Run Control ID (created for the “Batch Status” Report) or add a new one.

Select  for an existing Run Control ID or select  for a new Run Control ID.

Once an existing or new Run Control ID is selected, the following page appears:

 

Complete the Business Unit (SALIS or SUFND) and Ledger Group (CC_DEPT or CC_PROJ).  CC_DEPT is used for to review department budgets.  CC_PROJ is used to review project budgets.  Also enter a timeframe (Date From and Date To).

Select  and the different Chartfield rows will then appear.  Select the chartfields as noted above.  Since we are doing a report on a department budget, select the department chartfield.  If you were doing a project budget report, select the project chartfield.

Complete the appropriate department number or project number value.

Select . 

Select . 

Complete the Server Name using the “drop down arrow” and selecting PSNT.  Everything else should be automatically filled by PeopleSoft.

Select .

Select  to monitor the job’s progress. 

Select  to update the job status.

Once the job status equals Success, select the Details link and then the View Log/Trace link.

Select the report link and open the report.

 


 

The following report is created.

 


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