Job Aid
Budget_Inquiry_Operating&Capital_Expense
Step
Action
1.
Click the Main Menu button.
2.
Click the Commitment Control menu.
3.
Click the Review Budget Activities menu.
4.
Click the Budgets Overview menu.
5.
Click the Add a New Value tab.
6.
Enter: OprCptlExp as the Inquiry Name.
Click the Add button.
7.
Enter the Description:
Operating Budget Oper & Capital Expense
Click in the Description field.
8.
Click the Look up Ledger Group (Alt+5) button.
9.
Click the EXPDETAILS link.
10.
Remove the check mark from this budget criteria line.
Click the Select option.
Date Created: 8/31/2012 11:22:00 AM
Page 1
Job Aid
Step
11.
Action
The Budget Period should default to the current budget/fiscal year.
If the correct budget/fiscal year is not displayed, change it by looking up and selecting the
correct from and to Budget Periods.
Fiscal year (budget period) 2013 is the earliest year available in PeopleSoft.
In this example, we will select Budget Period (budget/fiscal year) 2013. This is the fiscal
year that ends 6/30/13.
Click the Look up From Budget Period (Alt+5) button.
12.
Click the 2013 link.
13.
Click the Look up To Budget Period (Alt+5) button.
14.
Click the 2013 link.
15.
Click the Include Closing Adjustments option.
16.
To select only Operating and Capital Expenses (no compensation) to be included in this
saved search:
Click the Look up ChartField Value Set (Alt+5) button.
17.
Click the BUDGET_OPER&CAPITAL link.
18.
If you do not know your department code:
Click the Look up ChartField From Value (Alt+5) button.
19.
Click in the Description field.
20.
In this example, we are searching for the "Biology" Dept.
Enter the desired information into the Description field. Enter "Biology".
21.
Click the Look Up button.
22.
Select the correct Dept Link.
Click the 4011 link.
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Date Created: 8/31/2012 11:22:00 AM
Job Aid
Step
Action
23.
Click in the Fund field.
24.
For Operating Budgets:
Auxiliary Depts = Fund 13
All other Depts = Fund 10
You can also use the magnifying glass icon to look up the Fund (or other ChartFields).
Enter the desired information into the Fund field. Enter "10".
25.
Save your search:
Click the Save button.
26.
Click the Search button.
27.
Change Max Rows to 999 to be sure to display correct totals and all lines/rows (accounts)
in your budget.
Enter the desired information into the Max Rows field. Enter "999".
28.
This saves your search with Max Rows = 999.
Click the Search button.
29.
Use the right scroll bar to move up and down the page.
Use the bottom scroll bar to move left bot right on the page.
Click the scrollbar.
30.
Click an amount to drill into transaction detail.
Click the 639.430 link.
31.
To drill further into information about the transaction:
Click the Drill Down button.
32.
To return to the previous page:
Click the OK button.
Date Created: 8/31/2012 11:22:00 AM
Page 3
Job Aid
Step
33.
Action
To return to the previous page (Budget Overview Results):
Click the OK button.
34.
To return to the Budget Inquiry Criteria page:
Click the Return to Criteria link.
35.
To perform another operating and capital expense search, change the Dept and Fund
criteria at the bottom of the page and:
Click the Search button.
36.
To Save this Search:
Click the Save button.
37.
To return to the Budget Overview page to select another search or create a new saved
search:
Click the Budgets Overview link.
38.
To display your saved searches from which you can choose:
Click the Search button.
39.
Select a Saved Search from the Search Results List.
When you are done with Budgets Overview (budget inquiry):
Click the Home link.
40.
Page 4
This completes the demonstration of a basic budget inquiry to see only operating and
capital expense (no compensation) in a dept operating budget.
End of Procedure.
Date Created: 8/31/2012 11:22:00 AM