Journal Drill Down from Budget Overview

1. Navigate to Main Menu>Commitment Control>Review Budget Activities>Budget Overview and select your run control. (Note: If you have never looked at the Budget Overview, you will want to look at Budget’s Presentation on page 27-28 in the link below and set up you parameters, if you do not have these set up. If you have a run control set up, then proceed to step 2.)

2. For the example below, the parameters were set as follows for Cost Center DXM022, and a transaction in FY2015-2016. Then click on “Search.”

Inquiry Results

Once you hit search, then you should be able to see the following inquiry results. Now you can drill down to see more details.

Click on the expense link highlighted below:

You should now be at the Activity Log. Click on the icon highlighted below to drill down for additional detail. The next screen will be the General Ledger Journal Drill Down

You can also Left click on this bar and scroll to the right to see additional details.

Note, the screenshot below is the General Ledger Journal Drill Down. This provides you with the full chartfield string including GL account, which is needed when requesting corrections. You can drill down from here to obtain even more detail, by clicking on the highlighted icon:

Click on the highlighted cell to drill down to the GL. If you cannot drill down from this point, you can contact Dennis Layman in SPOC to request view access to the GL.

If you are able to drill down, the next screen will appear. Note the navigation has changed to:

Main Menu> General Ledger>Journals> Journal Entry>Create/Update Journal Entries

Click on the Header Tab to see the brief description of the journal entry: