Job Aid
Budget_Inquiry_Operating_Oper_Expense_Only
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 the desired information into the Inquiry Name field. Enter "OprExpOnly".
7.
Click the Add button.
8.
Click in the Description field.
9.
Enter the desired information into the Description field. Enter "Operating Budget
Operating Expense Only".
10.
Click the Look up Ledger Group (Alt+5) button.
11.
Click the EXPDETAILS link.
12.
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
13.
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 in the From Budget Period field.
14.
Click the Include Closing Adjustments option.
15.
Click the Look up ChartField Value Set (Alt+5) button.
16.
To view Operating Expense accounts only:
Click the BUDGET_OPERONLY link.
17.
To look up a Dept by Code or Description:
Click the Look up ChartField From Value (Alt+5) button.
18.
Click in the Description field.
19.
Enter the desired information into the Description field. Enter "Chem".
20.
Click the Look Up button.
21.
Click the Chemistry link.
22.
Click in the Fund field.
23.
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".
Page 2
Date Created: 8/31/2012 11:22:00 AM
Job Aid
Step
Action
24.
Click the Save button.
25.
Click the Search button.
26.
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".
27.
This saves your search with Max Rows = 999.
Click the Search button.
28.
Use the right scroll bar to move up and down the page.
Use the bottom scroll bar to move left to right on the page.
Click the scrollbar.
29.
Click an amount to drill into transaction detail.
Click the 1,266.070 link.
30.
Click the Drill Down button.
31.
Click the OK button.
32.
Click the OK button.
33.
To return to the Budget Inquiry Criteria page:
Click the Return to Criteria link.
34.
Click the Save button.
35.
To return to the Budget Overview page to select another search or create a new saved
search:
Click the Budgets Overview link.
Date Created: 8/31/2012 11:22:00 AM
Page 3
Job Aid
Step
36.
Action
To display your saved searches from which you can choose:
Click the Search button.
37.
Select a Saved Search from the Search Results List.
When you are done with Budgets Overview (budget inquiry):
Click the Home link.
38.
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