Reviewing Budget Balances in a Master Budget Inquiry
When you perform an inquiry on a master budget, you can view summary balances for the master budget, then drill down to the detail balances. You can also see master and detail budgets together, or show only those periods for which the sum of the detail budget balances exceeds the master budget balance.
Note: You can customize this folder form to show the Budget Inquiry information you need. Refer to the Oracle Applications User's Guide for more information on modifying and saving folder forms.
To review master budget balances:
1. Enter your budget inquiry criteria, specifying a master budget.
2. Choose Drilldown this Budget for the Inquiry Type.
3. Query a Summary Account for the inquiry.
4. Choose the Show Balances button from the Budget Inquiry window.
You see the period-to-date (PTD) Master Balance for every period in the inquiry range, for the master budget and summary account you specified.
5. Choose the Detail Accounts button to review the budget balances for the detail accounts that roll up into the summary account for the selected period.
To review master and detail budget balances together:
1. Enter your budget inquiry criteria, specifying a master budget.
2. Choose Query Detail Budgets for the Inquiry Type.
3. Query a Summary Account for the inquiry.
4. Choose the Show Balances button from the Budget Inquiry window.
You see the period-to-date (PTD) Master Balance, Detail Balance, and Available Budget for every period in the inquiry range, for the master budget and summary account you specified.
The Available Budget balance is the amount by which the master budget balance exceeds the detail budget balance. The available budget balance can be either positive or negative. General Ledger displays debit balances as positive amounts, and credit balances as negative amounts.
5. Choose the Show Budgets button to review the detail budgets that roll up into the master budget for the summary account for a selected period.
To review only balances where the detail budgets exceed the master budget:
1. Enter your budget inquiry criteria, specifying a master budget.
2. Choose Query Budget Violations Only for the Inquiry Type.
3. Query a Summary Account for the inquiry.
4. Choose the Show Balances button from the Budget Inquiry window.
You see the period-to-date (PTD) Master Balance, Detail Balance total, and Available Budget only for periods where the detail budget balance exceeds the master budget balance (in other words, where the available budget is negative).
5. Choose the Show Budgets button to review the detail budgets that roll up into master budget for the summary account for a selected period.
See Also
Performing a Budget Inquiry
Reviewing Budget Balances in a Detail Budget Inquiry
Reviewing Detail Account Balances
Reviewing Budget Journal Detail
Reviewing Detail Budget Balances
