Budget reports let you prepare and review budgets for current and subsequent years and provide information about how the budgeting extensions in General Ledger are defined.
This report generates a worksheet to help prepare budget journals on paper.
Parameters
Ledger ID
Select a ledger.
Currency Code ID
Select a currency.
Budget Entity ID
Select a budget organization.
| Field | Description |
|---|---|
| Ledger Name | Ledger name |
| Batch Name | Unique batch name |
| Fiscal Year | Fiscal year |
| Control Total | Batch control total |
| Journal Name | Journal for all lines in batch |
| Currency | Functional currency |
| Reason Code | Default reason code for lines left blank |
| Description | Default reason code description |
| Category | Category for all lines in batch |
| Budget Name | New budget's name |
| Organization | Budget organization |
| Line | Sequential line numbers |
| Accounting Flexfield | Accounting flexfield |
| Debits (DR) | Debit amount for line |
| Credits (CR) | Credit amount for line |
| Profile Code | Default profile code for accounting flexfield |
| Start Period | Start period for line |
| Recurring | Yes indicates recurring line; no indicates non-recurring line |
| Effect | Effect on budget for recurring lines only |
| Next Year Budget | Next year budget amount for line |
| Reason Code | Reason code for line |
| Description | Reason description for line |
This report lists balanced journal transaction details. The Effect column indicates if the line is a recurring budget item. If so, the Effect and Next Year Budget columns contain data.
Parameters
Ledger ID
Select a ledger.
Batch Name
Enter or select a batch name.
This report lists unbalanced journal transaction details. The Effect column indicates if the line is a recurring budget item. If so, the Effect and Next Year Budget columns contain data.
Parameters
Ledger ID
Select a ledger.
Batch
Enter or select a batch name.
The Budgeting Extensions: Process Impact Review report displays a review of the impact of next year budget planning and the Budgeting Extensions: Process Impact Review Summary report displays an overall review of the impact of next year budget planning. Both reports include the effect of reprofiling and indexation for a selected account and show the total changes to the budget amount caused by:
budget recalculation
revised budget amount if the budget recalculation is accepted
change to the next year's budget amount caused by the recalculation
revised next year's budget amount if the recalculation is accepted
Parameters
Ledger ID
Select a ledger.
Currency Code
Select a currency.
Fiscal Year
Enter the fiscal year to be reviewed.
Group ID
Enter the group ID to be reviewed.
Budget Version ID
Enter a budget version identifier.
This report lists all profile codes in the available ledgers to use while preparing budgets. A blank Start Date Active field indicates that the code is active until the end date. A blank end date indicates that the code has no expiry date.
This report lists all range codes in the current ledgers to use while preparing budgets. A blank Start Date Active field indicates that the code is active until the end date. A blank end date indicates that the code has no expiry date.
This report lists all reason codes in the available ledgers to use while preparing budgets. A blank Start Date Active field indicates that the code is active until the end date. A blank end date indicates that the code has no expiry date.
This report lists all combination codes in the available ledgers to use while preparing budgets. A blank Start Date Active field indicates that the code is active until the end date. A blank end date indicates that the code has no expiry date.
Parameters
Flexfield From
Enter a value in the accounting flexfield pop-up window.
Flexfield To
Enter a value in the accounting flexfield pop-up window.
This report is generated from the Budget History Inquiry window and generates a history of balanced budget journals. The Effect column indicates if the line is a recurring budget item. If so, the Effect and Next Year Budget columns contain data.
Ledger ID
Select a ledger.
Budget Version ID
Enter a budget version identifier.
Fiscal Year
Enter the fiscal year to be reviewed.
Currency Codes
Select a currency.
Code Combination ID
Enter the code combination ID to be reviewed.
This report is generated from the Budget History Inquiry window and generates a history of unbalanced budget journals. The Effect column indicates if the line is a recurring budget item. If so, the Effect and Next Year Budget columns contain data.
Parameters
Ledger ID
Enter the name of the ledger to be used.
Budget Version ID
Enter a budget version identifier.
Fiscal Year
Enter the fiscal year to be reviewed.
Currency Code
Select a currency.
Code Combination ID
Enter the code combination ID to be reviewed.
Related Topics
Import Budget Spreadsheet Procedures
Enabling Enforced Balanced Budgeting Procedure, Oracle Public Sector Financials (International) Implementation Guide
Defining Profile Codes Procedure, Oracle Public Sector Financials (International) Implementation Guide
Defining Budget Range Codes Procedure, Oracle Public Sector Financials (International) Implementation Guide
Defining Reason Codes Procedure, Oracle Public Sector Financials (International) Implementation Guide
Using Standard Request Submission, Oracle Applications User Guide