Job Aid
Checking Budget Balance
Step
Action
1.
Click the Main Menu.
2.
Click the Sort in Ascending Order button to sort the modules in alphabetical order.
3.
Click the Commitment Control menu.
4.
Click the Review Budget Activities menu.
5.
Click the Budgets Overview menu.
6.
Click the Add a New Value tab.
7.
Enter the appropriate information into the Inquiry Name field. In this example, Enter a
valid value e.g. "DEPT".
8.
Click the Add button.
9.
Enter the appropriate information into the Description field. Enter a valid
value e.g. "Budget Check".
10.
In the Ledger Group/Set drop down menu, select Ledger Group.
11.
Enter the Ledger Group. Enter a valid value e.g. "OPE".
12.
You can narrow your search by specifying a value into one of the chartfield.
Press [ENTER] to continue.
13.
Enter the information into one of the Chartfields. Ex., In this example, Dept field. Enter a
valid value e.g. "720000".
14.
Click the Save button.
15.
Click the Search button.
16.
Click the Show Budget Details icon to view additional budget details.
Date Created: 1/22/2014 7:44:00 PM
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Job Aid
Step
Action
17.
Click the Drill to Activity Log icon to display amounts for each budget activity.
18.
Click the Drill Down button.
19.
Click the OK button.
20.
Click the Drill to Activity Log Inquiry button.
NOTE: This will open a new window.
21.
Click the OK button.
22.
Congratulations! You have now learned how to check your Budget Balances.
End of Procedure.
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Date Created: 1/22/2014 7:44:00 PM