|Oracle U.S. Federal Financials User Guide|
Part Number E13551-04
You can view, update, approve and enter new transactions in the Budget Transaction Summary window. The window is a system-generated record of each transaction made to budget execution and is automatically entered.
A detailed audit trail of all transactions to approve multiple or selected transactions is provided in the Budget Transaction Summary window. Navigation buttons open the appropriate windows to enter a new transaction, update transactions, and view selected transactions.
The Budget Transaction Summary window includes the following features:
Transaction summaries are available for fund values and budget levels.
Summary data is displayed by posting information or by document information. Posting information includes the posting status of each transaction. Document information includes the document number, user name, and date of each transaction.
Folder feature lets you customize data view.
Security for the Budget Transaction Summary window coincides with the security access rights granted to users in the Define Budget Users window.
These following functions are available:
View only, enabling the Open button
View and modify, enabling the Open and New buttons
View and approve, enabling the Approve and Open buttons
View, modify, and approve, enabling the Open, New, and Approve buttons
Superuser, enabling the Open, New, and Approve buttons
To view transaction summary data, navigate to the Budget Transactions Summary window.
The following table describes selected fields on the Find Budget Transactions Summary window.
|Document Number||Budget transaction number.|
|Fund Value||Fund value of the budget execution transaction that the user wants to see.|
|Budget Level||Budget levels associated with transactions that the user wants to see.|
|Treasury Symbol||Treasury symbol of the budget execution transaction that the user wants to see|
|Find||Opens Budget Transactions Summary window.|
The following table describes selected fields on the Budget Transactions Summary window.
|Approve||Indicates that the selected transaction is to be approved; can be approved if the document status is not In Process, Forwarded, or Approved, Reserved.|
|Document No.||Budget transaction number.|
|Rev.||Budget transaction revision number.|
|Document Amount||Document transaction total; negative amounts reflected and entered as decreases.|
|Check Funds||Initiates the funds checking process for the selected transactions.|
|Select to Approve||Opens the Approve Document window if workflow is enabled; otherwise, initiates the funds reservation process.|
|New||Opens the appropriate data entry window based on the budget level of the transaction in the Budget Transaction Summary window.|
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