SSU Business Procedures for Document Title
A Unit of the University System of Georgia
#Reference #
Process Name: Running Budget Activity Report
Date Created: 4/15/2015
Functional Area: Category Titles
Last Updated:
Purpose: Introduces how to run the Budget Activity Report – Full Detail.
Documents (Info) Needed:
Primary Position Responsible:
Reviewed By <or> Reviewed By:
Process Frequency:
Budget Managers
Financial System Analyst
How often is this process performed, if
applicable*
Prerequisite Process:
Subsequent Process:
Corresponding Policy:
PROCEDURE/PROCESS:
Upon completion of this procedure, you will be able to:
- Run the Budget Activity Report – Full Detail.
- Identify the required parameters to run the Budget Activity Report – Full Detail.
For this procedure, imagine that you need to run the Budget Activity Report – Full Detail
for the entire year of Fiscal Year 2015 for the Chemistry & Physics Department. Let’s see
how this is done.
Step
Action
1.
Click the BOR Menus link.
2.
Click the BOR General Ledger link.
3.
Click the BOR GL Reports link.
4.
Click the Budget Activity Report link.
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SSU Business Procedures for Document Title
A Unit of the University System of Georgia
Step
#Reference #
Action
5.
Click the Add a New Value tab.
6.
Enter "BDPRGFULL" in the Run Control ID field.
7.
Click the Add button.
8.
Enter "2015" in the Budget Reference field.
9.
Enter "2015" in the From and To Fiscal Year fields.
10.
Enter "1" in the From Acctg Period field.
11.
Enter "12" in the To Acctg Period field.
12.
Click the Look up From Department button.
13.
Click an entry in the Department column. *Note this is where you would enter
your own department number. Please contact Budget if you are unsure of
this number*
14.
Enter "1002200" in the From and To Department fields.
15.
Be sure "%" are in the From and To Project fields.
16.
Be sure "%" are in the From and To Fund Code fields.
17.
Be sure "%" are in the From and To Account fields.
18.
Budget Activity Detail Report
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SSU Business Procedures for Document Title
A Unit of the University System of Georgia
Step
#Reference #
Action
19.
Your screen should look like the below:
20.
Click the Run button.
21.
Click the Select checkbox.
22.
Click the OK button on the Process Scheduler Request window.
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#Reference #
SSU Business Procedures for Document Title
A Unit of the University System of Georgia
Step
23.
Action
Click the Process Monitor link to the left of the
button.
24.
Click the Refresh button until the report runs to a status of “Success” and
“Posted”.
25.
Click the Details link in the column.
26.
Click the View Log/Trace link.
27.
Click the entry in the File List column that ends in .pdf.
28.
Review the report and print if necessary.
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SSU Business Procedures for Document Title
A Unit of the University System of Georgia
Step
29.
#Reference #
Action
Congratulations. You have just completed the Running Budget Activity Report –
Full Detail Procedure/Process. This report provides the full details of a range of
Chartfields’ for your budget.
End of Procedure.
Please Contact the Budget Office if you have any questions at [email protected]
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