E&G / Unrestricted Operating Budget (Revenue and Expenses)

Navigation path

Commitment Control > Review Budget Activities > Budgets Overview

Purpose of the Inquiry

This inquiry gives you the ability to drill down to various documents and is recommended for detail analysis and a quick view for answering the question “What is my available budget?”

Inquiry Criteria

Description: your preference to describe the template you are setting up

Budget Type Section

  • Business Unit: EMUNV

  • Ledger Group Set: Ledger Inquiry Set

  • Ledger Inquiry Set: DEPTEXPREV

  • To create a chart, select the Display Chart check box. This item is optional.

TimeSpan Section

  • Type of Calendar: Detail Budget Period. Note: Detail Budget Period displays life-to-date balances, while Detail Accounting Period displays only the current year-to-date balances.

  • Make sure the box under Select is checked

  • Calendar ID: Leave as defaulted

  • From Budget Period and To Budget Period: Enter the fiscal year you want to review

  • Make sure the box under Include Adjustment Period is checked

  • Make sure the box under Closing Adjustments is blank

Chartfield Criteria Section

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Inquiry Results

The results of the inquiry display after you select the criteria and then click the Save and Search buttons. To view a sample of this inquiry, go to Sample - Unrestricted Operating Budget (Revenue and Expenses) in the Appendix.