Reviewing Financial Information

This chapter provides an overview of the resources to review Oracle's PeopleSoft Enterprise General Ledger financial information and discusses how to:

View journal information.
View ledger information.
Inquire about ledger groups.
Compare data by ledger periods.
Compare across ledgers.
Review imported accounting entries.
Review entry event accounting.

Note. This chapter does not include Commitment Control inquiries.

Understanding Ledger, Journal, and Financial Information Inquiries

PeopleSoft Enterprise General Ledger provides a series of inquiries that enable you to review ledger summary and detail ledger information based on selected ChartField combinations. These inquiries use several successive views that take you down to journal line details. The ledger inquiry also enables you to drill down across products from account balances in General Ledger to specific transaction entries in other PeopleSoft Financials and Distribution products.

These terms are used in this chapter:

Regular Balance	View a regular balance when you inquire on the balance of a ledger and you do not include any adjustment entries, balance forward entries, or closing entries. This balance only includes transactions posted during the specified period.
Cumulative Balance	View a cumulative ledger balance when you inquire on the balance of a ledger by including balance forward entries, adjustment entries and closing entries. Each balance is added to the next balance to provide a cumulative ledger balance.
Base Amount	The transaction amount converted to the base currency indicated for the transactions business unit.
Posted Total Base Amount	The total ledger amount expressed in the base currency.
Transaction Amount	The amount of the transaction entered in a currency that is different from the base currency or is the same currency as the base currency.
Posted Total Transaction Amount	Amounts in the transaction currency for all ledger balances including those in the base currency.
Posted Total Amount	Total amount of the transactions in the transaction currency for all ledger balances except those in the base currency.

Note. Many of the following inquiry pages operate in deferred processing mode. Most fields are not updated or validated until you save the page or refresh it by clicking a button, link, or tab. This delayed processing has various implications for the field values on the page—for example, if a field contains a default value, any value you enter before the system updates the page overrides the default. Another implication is that the system updates quantity balances or totals only when you save or otherwise refresh the page.

Editing ChartField Combinations

Using TimeSpans

Convert Accounting Entries to PeopleSoft Journals

Inquiry Overview

These inquiries are accessible in General Ledger:

Journal Inquiry

Enables you to review a specific journal or multiple journals within a ledger for a business unit and accounting period. You can use a document sequence number as part of your search criteria to review journal data.
Ledger Inquiry

Select a ledger to view based on selected ChartField values, including book codes, or ChartField value sets, which consist of a predefined set of selection criteria for a given ChartField . A ChartField value set can be obtained from a tree, a series of detail ChartField ranges of a series of detail ChartField values. There are also various methods for displaying both summary and detail ledger information.
Ledger Group Inquiry

Review all the journals within a ledger group along with their journal line details. Compare the posted transaction amount, posted base amount, or posted total amount balances between ledger periods.
Ledger Comparisons

Compare one ledger by periods or compare one ledger with another within one or more ledger periods. Customize your comparison by selecting specific ChartFields or ChartField value sets. You can display comparisons for all thirteen periods or for selected periods, with or without adjustments.
Analytic Charts

Display analytic bar charts of the comparison across ledgers amounts.
Imported Accounting Entries Inquiries

Import PeopleSoft Payroll, Student Financial, and Enterprise Learning Management transactions, as well as generic accounting line data into General Ledger and review this imported data before and after you run Journal Generator.
Entry Event Budget and GL Adjustment Accounting Inquiries

Drill down to the accounting line detail for Budget and GL adjustment transactions that use entry events.

Viewing Journal Information

In this section we discuss how to:

Enter journal criteria.
View journal header details.

Pages Used to Review Journal Information

Page Name	Object Name	Navigation	Usage
Journal Inquiry	INQ_JRNL_CRITERIA	General Ledger, Review Financial Information, Journals, Journal Inquiry	Review summary and detail journal information for a specific business unit, ledger, and period.
Journal Inquiry - Journal Inquiry Details	INQ_JRNL_HDR_DTL	After displaying the journal IDs on the Journal Inquiry page, click a Journal ID link.	Displays the journal header, currency, and line information for the journal ID selected.

Entering Journal Criteria

Access the Journal Inquiry page

Enter all or some of the information at the top of the Journal Inquiry Criteria - Journal Inquiry page and click the Search button to display Journal IDs based on your selected criteria.

Document Sequence	Enter a document sequence number to review journals that are tracked by document sequencing number.
Journal ID (journal identification)	Click a Journal ID link to review the journal header and line detail information.

Note. You can use the Customize link to hide or display specific journal column data.

Viewing Journal Header Details

Access the Journal Inquiry Details page.

All Lines or From/To and enter values for From Line and To Line

Display all the journal lines for this journal, or enter a range of line numbers and select the Query Journal Linesbutton.

See Also

Making General Ledger Journal Entries

Processing Journals

Viewing Ledger Information

In this section we discuss how to:

Specify ledger criteria to review summary and detail information.
View ledger summary balances.
View ledger transaction details.
View detail journal header and journal lines.
Drill down to the subsystem accounting entries.
View the ledger details.

Pages Used to Review Ledger Information

Page Name	Object Name	Navigation	Usage
Ledger Inquiry	INQUIRY_CRITERIA	General Ledger, Review Financial Information, Ledger, Ledger Inquiry.	Specify selection criteria to view Ledger detail and summary information. Specify the ChartFields to view the summary by and also the order of the ChartFields to be viewed by the sequence that you select the Sum By check box. For example, if you click the Sum By for Account, and then Department, theAccountChartField has Order-By equal to 1, while Department has Order-By equal to 2. You can also specify adjustment periods to be included as part of the criteria by selecting the check box next to the Adjustment Periods.
Ledger Summary	INQ_SUM_BAL	Click the Search button on the Ledger Inquiry page.	Displays the summary balances based on selected criteria.
Ledger Inquiry - Transaction Details	INQ_TRANS_DETAIL	If the Show Transaction Details check box on the Ledger Criteria page is selected, when you click the Search button, the Transaction Details page is displayed. Under this criteria, you see journal transactions for all ledger balances that match the criteria. Click the Activity link on the Ledger Inquiry - Ledger Summary page to access this page.	Displays the summary of the ledger's journal data for your selection. For example, it displays summary of all the ledger's journal amounts for a specific account ChartField value.
Journal Inquiry - Journal Inquiry Details	INQ_JRNL_HDR_DTL	Click the Journal ID value link for one of the transactions on the Transactions Details page.	Displays the journal transaction’s header information and journal lines.
Accounting Entry	XX_ACCT_ENTRY_JRNL	Click Drill to Source on the Journal Inquiry Details page.	Displays the subsystem journal' accounting entries. The XX in the Accounting Entry page object name represents the code for the particular General Ledger feeder system, for example BI_ACCT_ENTRY_JRNL is derived from the PeopleSoft Billing system. Some PeopleSoft application provide an intermediate drill down page, such as the AR_ITEM_DRILL_PNL provided by PeopleSoft Receivables where you have several related links for the purpose of drilling to the underlying data.
Ledger Inquiry - Ledger Details	INQ_DETAIL_LEDGER	Click the Details link on the Ledger Inquiry - Ledger Summary page.	Displays the ledger details for a selected period. Select the Activity link on this page to return to the Ledger Inquiry - Transaction Details page and drill down to the subsystem level of detail.

Specifying Ledger Criteria to Review Summary and Detail Information

Access the Ledger Inquiry page.

Ledger Criteria

Enter or select at a minimum the required fields to establish ledger inquiry criteria. the remaining fields are options and serve to further refine your inquiry.

Unit	Select the business unit for which you want to return ledger data.
Ledger	Commitment control and summary ledgers are not available for ledger inquiry.
Show YTD Balance (show year to date balance)	Select this check box and the inquiry returns year-to-date balances for specified ChartFields for a period. For example, results are summed in order by account for the periods which appears in the numerical order of the account. Do not select this check box and the inquiry returns individual balances for period and account that are displayed in order by period. This field is not available if the selected Ledger in the ledger criteria uses the Average Daily Balance ledger template.
Show Transaction Details	Select to see the ledger data along with the journal transactions that contributed to the balance. For example, if you click this check box and select all ChartFields in the Sum By check boxes, the inquiry returns a list of all journals that contribute to the ledger lines.
Include Closing Adjustments	Select this option to include closing balances (period 999) along with the current open period amounts.
Only in Base Currency	Select this option if you want the inquiry amounts to appear only in the base currency indicated for the selected business unit.
Max Ledger Rows (maximum ledger rows)	You can override the default of 100 with any number <=300 rows of data that you can display in a scroll area. Less than 300 usually contributes to better performance.
Search	Click to display either the Ledger Summary page or Transaction Detail page, when the Show Transaction Details check box is selected.
Clear	Select to clear the ledger and ChartField criteria from the page to enter different criteria.
Delete	Deletes the inquiry, cancels the page, and returns you to a blank Ledger Inquiry - Ledger Inquiry Criteria page.

ChartField Criteria

You can select one or more ChartField values or one or more ChartField Value Sets leave the fields blank and place a check mark next to each row to review all ChartField information based on the selected criteria.

ChartField	Select a ChartField value for one or more ChartFields to review specific data in a ledger.
ChartField Value Set	Select a predefined set of selection criteria for a given ChartField.
Update/New	Select this link to update an existing ChartField Value Set or create a new ChartField Value Set.
Sum By	You are required to select at least one ChartField to sum by and if you do not, you receive an error message when you select the Search button. Period is always included in the sum by and is always the first column in the inquiry results. The order in which the ChartFields appear on the inquiry results is determined by the order in which you select the Sum By check boxes for the ChartFields. If you select all ChartFields available in the ChartField Criteria for Sum By and the Show Transaction Details check box is not checked, the result is a display of each row in the ledger that meets your criteria for business unit, ledger, fiscal year, accounting period, currency, and statistics code.
Value Required	Select this check box to filter out ChartFields with blank values. This check box is available only when the Sum By check box is selected. It is also unavailable for selection but is automatically selected by the system if the Chartfield Account has Sum By selected.
Order By	Determine the sort order of the ChartFields in the result page by the order in which you select Sum By for each ChartField.

Adjustment Periods

Sel (select)	Select specific adjustment periods by checking its check box from the list of adjustment periods that are available based on the selected Ledger and Fiscal Year. Only adjustment periods that are applicable to the fiscal year are available.
Period	Adjustment periods are displayed based on those available for the selected ledger and fiscal year. For example, depending on the periods set up for the fiscal year, there might be 901 through 912 or if set up, 913. You can also use the common adjustment period 998.

Viewing Ledger Summary Balances

Access the Ledger Summary page.

Ledger Detail Drill - Down Chartfield Display

Click this link to configure the Chartfields that you intend to display for Ledger Detail, which can be accessed by clicking the Detail link on the Ledger Summary page.

Ledger Amount by Currency

Displays, based on type of currency, a summary of the transaction balances for each account in the ledger within the selected ledger period range.

Activity

Click this link to view transaction details on the Ledger Inquiry - Transaction Details page.

Detail

Click the link to view ledger details on the Ledger Inquiry - Ledger Details page.

Viewing Ledger Transaction Details

Access the Ledger Inquiry - Transaction Details page.

Journal ID

Click this link to access the Journal Inquiry - Journal Inquiry Details page.

Viewing Detail Journal Header and Journal Lines

Access the Journal Inquiry - Journal Inquiry Details page.

All Lines

Select this radio button and click the Query Journal Lines button to see all journal lines.

From/To

Select this radio button and then enter a line number in the From Line and in the Two Line fields to display a range of journals and with their information when you click the Query Journal Lines button.

Click the drill to source button to access source of journal lines in the general ledger feeder systems, such as PeopleSoft Receivables. This link is not available on the page if there is no feeder system source, for example when an adjusting general ledger journal is created in General Ledger to record a miscellaneous adjustment to receivables or payables.

Drilling Down to the Subsystem Accounting Entries

Access the Accounting Entry page.

GL Journal (general ledger journal)

Click this link to access the Journal Lines page (JOURNAL_LN_FS) that contains all of the journal lines that comprise the journal. You can click on each Journal Line number on this page to access the details on the journal line. Click the Journal Header Tab to view the journal header information.

Viewing the Ledger Details

Access the Ledger Inquiry - Ledger Details page.

Activity

Select this link to return to Ledger Inquiry - Transaction Details page. There you can again view each of the pages listed above until you reach the subsystem’s accounting entry drill down page.

Inquiring About Ledger Groups

In this section we discuss how to:

Review ledger group information.
View journal lines.

Pages Used to Review Ledger Information

Page Name	Object Name	Navigation	Usage
Journals	INQ_JRNL_HEADER	General Ledger, Review Financial Information, Ledger Group, Journals	Inquire on the journals contained in the ledgers of a ledger group.
Journal Lines Inquiry	INQ_JRNL_LINE	Click the Drill to Journal Line button on the Journals page.	Displays the journal lines of each journal in the ledger group.

Reviewing Ledger Group Information

Access the Journals page:

Enter the criteria to access one or more journals in a selected ledger group.

Search	Click this button to display the journal header detail for each journal contained within the ledger group after entering the search criteria.
Show All	Select to show all journal lines associated with this ledger group when you click the Drill to Journal Line button.
From Line and Through Line	Enter the specific journal line numbers that you want to display when you click Drill to Journal Line button.
Currency Details	If you enabled the Separate DR/CR Amount Fields on the Ledgers for a Unit – Definition page for a detail ledger, the amounts for the currency in the primary ledger display in DR and CR fields, as well as the Net amount of the two. If Separate DR/CR is not enabled, amounts display as a negative for a credit and a positive for a debit.

Viewing Journal Lines

Access the Journal Lines Inquiry page.

Query Journal Line Again

If you queried to display a specific number of journal lines to review on this page, you can enter one or more different journal line numbers and select this option to display them along with the journal lines that you displayed with your original query.

Comparing Data by Ledger Periods

You can select and compare ChartFields of selected ledger entries based on selected accounting periods.

In this section we discuss how to:

Enter search criteria.
Compare ledger by period.

Pages Used to Compare Data by Ledger Period

Page Name	Object Name	Navigation	Usage
Ledger Period Comparison - Ledger Selection Criteria	INQ_LED_CMP_PNL	General Ledger, Review Financial Information, Ledger Period Comparison, Ledger Selection Criteria - Ledger Period Comparison	Specify the ledger data you want to compare by period.
Ledger Period Comparison - Period Comparison Results	INQ_LED_CMP_DTL	Select Search on the Ledger Period Comparison - Ledger Selection Criteria page.	Displays a comparison of the selected ledger’s detail based on the ChartFields and number of periods selected on the Ledger Criteria page.

Entering Search Criteria

Access the Ledger Period Comparison page.

Amount Field

Select POSTED_TRAN_AMT to display the amounts in the transaction currency for all ledger balances including those in the base currency.

Select POSTED_BASE_AMT to display the total of the transaction amounts converted to the base currency of the ledger.

Select the POSTED_TOTAL_AMT to display the amounts in the transaction currency for all ledger balances except those in the base currency.

Include All Periods

Includes periods for the ledger criteria if selected.

Note. When Include All Periods is used, there is a maximum of 13 periods that can be used. This can include one Adjustment Period, but no more than one.

Include Balance Forward

Includes any balances carried forward from the previous period in the totals.

Include Closing

Includes closing adjustments for period 999 in the totals.

ChartField and Value

Select the ChartField values that you want to appear on the Ledger Period Comparison - Period Comparison Results page. To limit the number of ChartField values, enter a specific Value for a selected ChartField. You can also use a wildcard (%) to select a range of values. If you do not specify ChartField values, the system determines the values to use based on the selected ledger.

The Alternate Account ChartField (AltAcct) appears in the ChartField Criteria group box only if you enabled the alternate account option on the Installation Options−Products page and the Ledgers for a Unit page.

Period Selection

Select the periods you want to use for comparison on the Ledger Period Comparison - Period Comparison Results page. To remove a period from the list, click the minus sign button to remove the row. If you want to include an adjustment period, click the plus sign button to add a row.

Select the Adj check box and either manually enter an adjustment period or use the prompt to select an adjustment period. Select the adjustment periods you want to display.

Search

Click this link to access the Ledger Period Comparison - Period Comparison Results page.

Comparing a Ledger by Period

Access the Ledger Period Comparison - Period Comparison Results page.

Period Bal Fwd (period balance forward)

If you selected the Include Balance Forward option check box, this column appears on the first tab and displays the opening balance for the period in the Ledger Comparison grid.

Period Close

If you selected the Include Closing Adjustments option, this column for period 999 appears on the last tab. It displays the adjustment for year end closing in the Ledger Comparison grid.

ChartField Criteria

Click to displays the list of ChartFields. Clear or select a ChartField check box and when you click the Refresh button, the Ledger Period Comparison - Period Comparison Results page re-displays ChartFields based on your selections.

Comparing Across Ledgers

In this section we discuss how to:

Enter comparison criteria for two ledgers.
Review comparison amounts between the ledgers by period.
Use a bar chart to analyze the ledger comparison data.

Pages Used to Compare Ledgers Across Periods

Page Name	Object Name	Navigation	Usage
Compare Across Ledgers	INQ_COMPARE_PNL	General Ledger, Review Financial Information, Compare Across Ledgers	Specify the criteria for the ledgers that you want to compare.
Compare Across Ledgers - Compare Ledgers - Data	INQ_COMPARE_PNL	Click Search	Displays the ledger comparison data.
Compare Across Ledgers - Compare Ledgers - Bar Chart	INQ_COMPARE_PNL	Select Amount, select Display Chart in the Compare Across Ledgers Criteria page and select Search.	Displays a bar chart of the data.

Entering Comparison Criteria for Two Ledgers

Access the Compare Across Ledgers page.

You can select and compare total amounts for selected ChartField criteria between two ledgers.

Ledgers	Enter the ledgers and the criteria for the two ledgers you want to compare and save the page. The Grid appears in which you can select specific ChartFields and criteria that you want to be included in your comparison.
Percentage/Amount	Select whether you want the variance between the ledgers to display as an amount or a percentage in the comparison information. If you select Amount, the Display Chart field becomes available.
Display Chart	Select to display an analytical chart. If you selected Amountin the previous field, when you select Search, you can scroll down to view a bar chart below the comparison data that shows a comparison between the amounts in Ledger 1 and Ledger 2 along with the variance between the two.
Search	Click to display the comparison detail information and then use the scroll bar to scroll down below the selection criteria information to see the results.
Sum By	This option is only applicable to ChartFields that are common to both ledgers.
Value Required	Select this check box to filter out ChartFields with blank values.
Order By	When you select the Sum By check box for a ChartField, it automatically displays a number that determines the order in which the ChartField inquiry results are retrieved and displayed.

Reviewing Comparison Amounts Between The Ledgers by Period

Select Search and scroll down to the comparison information

Depending how you set up your criteria, the selected ledgers are compared to one another for each ledger period.

Variance

May appear as an amount or a percentage depending on which field value you select for the Percentage/Amount field.

Note. This page is also integrated with the CFO Portal.

Using a Chart to Analyze the Ledger Comparison Data

Access the Compare Ledgers page and scroll down to the chart.

Reviewing Imported Accounting Entries

You can inquire about PeopleSoft Payroll, Generic, Student Financial, and Contributor Relations accounting lines that you import into General Ledger.

In this section we discuss how to inquire on imported accounting entries.

Pages Used to Inquire on Accounting Lines

Page Name	Object Name	Navigation	Usage
Payroll Accounting Entries - Payroll Acctg	PY_DRILL_PNL	General Ledger, Review Financial Information, Payroll Accounting Entries	Inquire on accounting lines that have been imported into General Ledger from PeopleSoft Payroll.
Enterprise Learning Mgmt Acctg − ELM Acctg (enterprise learning management accounting)	ELM_JRNL_DRILL	General Ledger, Review Financial Information, Enterprise Learning Management Acctg, ELM Acctg	Inquire on journals imported from Enterprise Learning Management (ELM) to General Ledger.
Generic Accounting Entries	JGEN_ACCTG_DRILL	General Ledger, Review Financial Information, Generic Accounting Entries	Inquire on generic accounting entries in General Ledger. These accounting lines include entries that you import into General Ledger using the Journal Generator process (FS_JGEN).
Student Fin Accounting Entries	SF_DRILL_PNL	General Ledger, Review Financial Information, Student Fin Accounting Entries (student financial accounting entries)	Review Learning Solution’s imported student financial accounting entries.
Contributor Relations Acctg.	AV_DRILL_PNL	General Ledger, Review Financial Information, Contributor Relations Acctg (contributor relations accounting)	Review Learning Solution’s imported contributor relations accounting entries.

Inquiring on Imported Accounting Entries

Before you can use any of these inquiry options, you must import the following into General Ledger:

Payroll accounting lines.
ELM accounting lines.
Generic accounting entries.
Student financial accounting entries.
Contributor relations accounting entries.

Note. You use the same method to access the accounting entries for all of these Review Ledger/Journal options.

To access accounting entries that were imported to General Ledger:

Enter the Business Unit, Journal ID, Journal Date, GL Journal Line number, and Ledger.

The Payroll, Generic, ELM, Student Financial, or Contributor Relations accounting journal information appear at the top of the page.
Review the accounting entry data that appears in the lower portion of the page.
There are four pages of data concerning the selected Journal ID:
- ChartFields
- More ChartFields
- Currency Details
- Misc.

Reviewing Entry Event Accounting

In this section we discuss how to:

Drill down to entry event budget accounting details.
Drill down to entry event GL adjustment accounting details.

Pages Used to Review Entry Event Accounting

Page Name	Object Name	Navigation	Usage
Entry Event Budget Accounting Entries	EE_GLBUD_DRILL	General Ledger, Review Financial Information, Entry Event Budget Acctg, Entry Event Budget Accounting Entries	Drill down to budget accounting entry event transaction details.
Journal Header	JOURNAL_HEADER_FS	Click the GL Journal link and select the Journal header tab.	Displays Journal Header information for the Entry Event GL Adjustment transaction.
Journal Lines	JOURNAL_LN_FS	Select Journal Lines tab	Displays Journal Line detail for the Entry Event GL Adjustment transaction.
Entry Event GL Adjustment Accounting Entries	EE_GLADJ_DRILL	General Ledger, Review Financial Information, Entry Event GL Adjust Acctg,	Drill down to GL adjustment accounting entry event transaction details.

Drilling Down to Entry Event Budget Accounting Details

Access the Entry Event Budget Accounting Details page.

Account

Displays the account(s) generated by the Entry Event processor that are posted to the budget.

GL Journal (go to general ledger journal)

Click to review the Journal Header and Journal Lines page for this transaction.

Drilling Down to the Entry Event GL Adjustment Accounting Details

Access the Entry Event GL Adjustment Accounting Entries page.

Account

Displays an entry event accounting line generated by the Entry Event Processor.

GL Journal (general ledger journal)

Click this link to access Journal Header and Journal Lines page for this transaction.

Ledger Detail Drill - Down Chartfield Display	Click this link to configure the Chartfields that you intend to display for Ledger Detail, which can be accessed by clicking the Detail link on the Ledger Summary page.
Ledger Amount by Currency	Displays, based on type of currency, a summary of the transaction balances for each account in the ledger within the selected ledger period range.
Activity	Click this link to view transaction details on the Ledger Inquiry - Transaction Details page.
Detail	Click the link to view ledger details on the Ledger Inquiry - Ledger Details page.

All Lines	Select this radio button and click the Query Journal Lines button to see all journal lines.
From/To	Select this radio button and then enter a line number in the From Line and in the Two Line fields to display a range of journals and with their information when you click the Query Journal Lines button.
	Click the drill to source button to access source of journal lines in the general ledger feeder systems, such as PeopleSoft Receivables. This link is not available on the page if there is no feeder system source, for example when an adjusting general ledger journal is created in General Ledger to record a miscellaneous adjustment to receivables or payables.

Amount Field	Select POSTED_TRAN_AMT to display the amounts in the transaction currency for all ledger balances including those in the base currency. Select POSTED_BASE_AMT to display the total of the transaction amounts converted to the base currency of the ledger. Select the POSTED_TOTAL_AMT to display the amounts in the transaction currency for all ledger balances except those in the base currency.
Include All Periods	Includes periods for the ledger criteria if selected. Note. When Include All Periods is used, there is a maximum of 13 periods that can be used. This can include one Adjustment Period, but no more than one.
Include Balance Forward	Includes any balances carried forward from the previous period in the totals.
Include Closing	Includes closing adjustments for period 999 in the totals.
ChartField and Value	Select the ChartField values that you want to appear on the Ledger Period Comparison - Period Comparison Results page. To limit the number of ChartField values, enter a specific Value for a selected ChartField. You can also use a wildcard (%) to select a range of values. If you do not specify ChartField values, the system determines the values to use based on the selected ledger. The Alternate Account ChartField (AltAcct) appears in the ChartField Criteria group box only if you enabled the alternate account option on the Installation Options−Products page and the Ledgers for a Unit page.
Period Selection	Select the periods you want to use for comparison on the Ledger Period Comparison - Period Comparison Results page. To remove a period from the list, click the minus sign button to remove the row. If you want to include an adjustment period, click the plus sign button to add a row. Select the Adj check box and either manually enter an adjustment period or use the prompt to select an adjustment period. Select the adjustment periods you want to display.
Search	Click this link to access the Ledger Period Comparison - Period Comparison Results page.

Period Bal Fwd (period balance forward)	If you selected the Include Balance Forward option check box, this column appears on the first tab and displays the opening balance for the period in the Ledger Comparison grid.
Period Close	If you selected the Include Closing Adjustments option, this column for period 999 appears on the last tab. It displays the adjustment for year end closing in the Ledger Comparison grid.
ChartField Criteria	Click to displays the list of ChartFields. Clear or select a ChartField check box and when you click the Refresh button, the Ledger Period Comparison - Period Comparison Results page re-displays ChartFields based on your selections.

Account	Displays the account(s) generated by the Entry Event processor that are posted to the budget.
GL Journal (go to general ledger journal)	Click to review the Journal Header and Journal Lines page for this transaction.

Account	Displays an entry event accounting line generated by the Entry Event Processor.
GL Journal (general ledger journal)	Click this link to access Journal Header and Journal Lines page for this transaction.