The Budget Details inquiry page provides information for a single budget and
drill downs to view individual budget journal lines, ledger entries, and source
transactions, budget exceptions, budget attributes and parent-child
relationships. The Budget Details can also be accessed from the Budgets
Overview. Examples of the drill down pages for different Ledger Groups are
provided at the end of the document.
Refer to the
Inquiries using Budget Overview document for additional information on
navigation.
Find an Existing Value:
- Commitment Control>Review Budget
Activities>Budget Details
*Business Unit: NAUBU
for Commitment Control
*Ledger Group: KK_DEP_EXP,
KK_DEP_REV, KK_CAB_EXP, or KK_CAB_REV for State and Local funds; select a
single fund, a range of funds or leave blank for all funds
Account: Expense
or revenue at the class or category level depending on the Ledger Group; class
level must be used with the KK_DEP_EXP and KK_DEP_REV Ledger Groups and category
level must be used with the KK_CAB_EXP and KK_CAB_REV level Ledger Groups;
enter one Account, a range of Accounts or leave blank for all Accounts
Department: DepartmentID or Cabinet depending
on the Ledger Group; for KK_DEP_EXP and KK_DEP_REV Ledger Groups enter one
DepartmentID or a range of DepartmentIDs; for KK_CAB_EXP and KK_CAB_REV Ledger
Groups enter one Cabinet or a range of Cabinets
Fund: State,
designated or auxiliary fund selection for the inquiry
Program: Program
selection for the inquiry; enter one Program, a range of Programs, or leave
blank for all Programs
Affiliate: Not
used for State and Local funds
Fund
Affiliate: Not used for State and Local funds
Sub
Dept: Sub DepartmentID related to the DepartmentID; enter one
Sub-DepartmentID, a range of Sub-DepartmentIDs, or leave blank to include all
Sub-DepartmentIDs
PC
Business Unit: Not used for State and Local funds
Project: Not
used for State and Local funds
Activity: Not
used for State and Local funds
Budget Period: Budget
year selection for the inquiry; select one Budget Period, a range of Budget
Periods, or leave blank for all Budget Periods
Statistics
Code: Not used for State and Local funds
Search
***
Notes: Use the operators or wildcards to
change the ChartField selections for the inquiry.
Search Results:
Select a single budget to view
***
Notes: Search Results return at the
DepartmentID-Fund-Account-Program level. Click on the column heading to sort
the search results in Ascending or Descending order.
***
Predecessors: Transactions must exist in one or more
of the ledgers for a budget to display in the results.
Header: Display
of the single budget selected from the Search Results
Display Chart: Display
of the ledger amounts as a percentage of budgets in a chart
Ledger Amounts: Current
totals for each amount type
Drill to Ledger Icon 
: Link to the Ledger page for
the selected ledger group and amount type
Drill to Activity Log Icon 
: Link to the Activity Log page
for the selected ledger group and amount type
Parent / Children: Link
to the Parent & Children Budgets page for the selected ledger group and amount
type
Return to Search or
Previous in List or
Next in List
***
Notes: The amount types displayed in the
Ledger Amounts differ for expense and revenue. The detail ledgers displayed in
the Drill to Ledger and Drill to Activity Log pages differ for amount types and
Ledger Groups. The following tables summarize the amount types, the detail
ledgers, and additional links from the Ledger and Activity Log pages.
Save Search Criteria:
Save Search Criteria
Name of Search: A
descriptive name for the inquiry
Save
***
Notes: Saved searches are selected from the
Use Saved Search. Saved searches are user specific and may be deleted by the
user.
Example of Budget
Details for KK_DEP_EXP Ledger Group:
- Commitment Control>Review Budget
Activities>Budget Details
Search Results for Ledger
Group KK_DEP_EXP, DepartmentID 6000120, and Budget Period 2012
Budget Details page for Fund
2500, DepartmentID 6000120, Class level Account 711, Program E001
***
Notes: For the KK_CAB_EXP Ledger Group, Dept
displays the Cabinet and Account displays at Category level. Drill down pages from
the KK_CAB_EXP Ledger Group display the KK_CEX_BUD, KK_CEX_EXP, KK_CEX_ENC, and
KK_CEX_PRE Ledger.
Ledger page from Drill to
Ledger for Budget amount type
Budget Journal page from magnifying
glass drill on Ledger page
***
Notes: Budget
Journal page displays budget transaction details including Journal ID, Journal
Date, Line Descr, and Entry Type.
Activity
Log page from Drill to Activity Log for Budget amount type
***
Notes: Activity
Log page displays budget transaction details including Document ID, Budget
Entry Type, and Tran ID.
Budget Journal Line Drill
Down page from magnifying glass drill on Activity Log page
Ledger page from Drill to
Ledger for Expense amount type
Activity Log page from
magnifying glass drill on Ledger page AND
from Drill to Activity Log
for Expense amount type
***
Notes:
Activity Log page displays expense transaction details including
Document ID and Tran ID.
General Ledger Journal Line
Drill Down page from magnifying glass drill on Activity Log page
Ledger page from Drill to
Ledger for Encumbrance amount type
Activity Log page from
magnifying glass drill on Ledger page AND
from Drill to Activity Log
for Encumbrance amount type
Ledger page from Drill to
Ledger for Pre-Encumbrance amount type
Activity Log page from
magnifying glass drill on Ledger page AND
from Drill to Activity Log
for Pre-Encumbrance amount type
Parent & Children
Budgets page from Budget Details page
***
Notes:
Parent & Children Budgets page displays the related Cabinet level
Ledger Group, Cabinet, and Category level Account for Department level Ledger
Groups. Page displays the related DepartmentID level Ledger Group,
DepartmentIDs and Class level Accounts for Cabinet level Ledger Groups.
Example of Budget
Details for KK_DEP_REV Ledger Group:
- Commitment Control>Review Budget
Activities>Budget Details
Search Results for Ledger
Group KK_DEP_REV, DepartmentID 6000120, and Budget Period 2012
Budget
Details page for Fund 2500, DepartmentID 6000120, Class level Account 511,
Program E001
***
Notes: For the KK_CAB_REV Ledger Group, Dept
would display the Cabinet and Account would display at Category level. Drill
down pages from the KK_CAB_REV Ledger Group display the KK_CRV_BUD, KK_CRV_REC,
and KK_CRV_COL Ledger.
Ledger page from Drill to
Ledger for Revenue Estimate amount type
Budget Journal page from
magnifying glass drill on Ledger page
***
Notes:
Budget Journal page displays budget transaction details including
Journal ID, Journal Date, Line Descr, and Entry Type.
Activity Log page from Drill
to Activity Log for Revenue Estimate amount type
***
Notes:
Activity Log page displays budget transaction details including Document
ID, Budget Entry Type, and Tran ID.
Budget Journal Line Drill
Down page from magnifying glass drill on Activity Log page
Budget
Details page for Fund 2500, DepartmentID 6000120, Class level Account 513,
Program E001
Ledger page from Drill to
Ledger for Recognized Revenue amount type
Activity Log page from
magnifying glass drill on Ledger page AND
from Drill to Activity Log
for Recognized Revenue amount type
***
Notes:
Activity Log page displays revenue transaction details including
Document ID and Tran ID.
General Ledger Journal Line
Drill Down page from magnifying glass drill on Activity Log page
Ledger page from Drill to
Ledger for Collected Revenue amount type
Activity Log page from
magnifying glass drill on Ledger page AND
from Drill to Activity Log
for Encumbrance amount type
Parent & Children
Budgets page from Budget Details page
***
Notes:
Parent & Children Budgets page displays the related Cabinet level
Ledger Group, Cabinet, and Category level Account for Department level Ledger
Groups. Page displays the related DepartmentID level Ledger Group,
DepartmentIDs and Class level Accounts for Cabinet level Ledger Groups.
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