In this lesson you will learn how to run the Budget Status Summary Report.
We have listed two ways to navigate to the Budget Status Summary Report process. This lesson will be using the Accounting navigational steps.
Accounting > Inquiries & Reports > Budget Reports > Budget Status Reports > Budget Status Summary.
Budget > Inquiries & Reports > Budget Reports > Budget Status Reports > Budget Status Summary.
Click the State of Nebraska link.Step 1
Click the Accounting link.Step 2
Click the Inquiries & Reports link.Step 3
Click the Budget Reports link.Step 4
Click the Budget Status Reports link.Step 5
Click the Budget Status Summary link.Step 6
Click the Data Selection option.Step 7
Click the Submit button.Step 8
Click the drop down list of the Right Operand column for the Agency Number row.
Click the Literal list item.Step 10
Enter the agency number into the Literal Value field. Enter "065".Step 11
Click the OK button.Step 12
Click the drop down list of the Right Operand column for the Agency Division row.Step 13
Click the Literal list item.Step 14
Enter the division number into the Literal Value field. Enter "002".Step 15
Click the OK button.Step 16
Click the drop down list of the Right Operand column for the Fund Type row.Step 17
Click the Literal list item.Step 18
Enter the desired information into the Literal Value field. Enter "1".Step 19
Click the OK button.Step 20
To narrow the report by fund and/or by business unit you can add these categories in subsequent blank fields.
For fund select Fund (F0901)(CO)[BC] from the Left Operand, and for business unit select Business Unit (F0006)(MCU)[BC] from the Left Operand.
In this lesson we are not going to use either of these fields.Step 21
Click the OK button.Step 22
Complete the following information if necessary:
Period Number - enter the period
for which to run report (ex. 12 for June, 11 for May, etc.
Fiscal Year - enter the fiscal year for which to run report (ex. enter 06 for FY beginning July 1, 2006)
In this lesson we are not going to change these fields.Step 23
Click the OK button.Step 24
Click the OK button.Step 25
To view the report you will need to go to View Job Status. For more information go to the Reports Lesson under the System Basics Training Guides.
You have successfully completed this lesson.
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