Viewing Expense Variances

This topic discusses how to view expense variances, personalize the Expense Variance pagelet, compare standard ledgers, and view Commitment Control budget overviews.

Page Name

Definition Name

Usage

Expense Variance Pagelet

GL_PE_02

View the top five expense variances between amounts budgeted and actual expenses.

Expense Variance Personalization Page

GL_PE_02_PRS

Define default display information for the Expense Variance pagelet.

Compare Across Ledgers Page

INQ_COMPARE_PNL

(For standard ledgers) Specify the ledger data you want to compare by period and view comparison results.

Budget Overview Page

KK_INQ_BD_OVW

(For Commitment Control ledgers) The search page is populated with values from the selected ChartField. Click the Search icon to view the Budget Overview page.

Use the Expense Variance pagelet (GL_PE_02) to view the top five expense variances between amounts budgeted and actual expenses.

Image: Expense Variance pagelets

This example illustrates the fields and controls on the Expense Variance pagelets. You can find definitions for the fields and controls later on this page.

Expense Variance pagelets

Field or Control

Definition

Account

Displays up to the top five ChartField values (for example, Account, Department, Fund Code, and so on) with the most expense variances based on the ChartField or ChartField Value Set that you select on the Expense Variance Personalization page.

Variance Amount Variance Percentage and

Displays the difference between actual and budgeted amounts as a positive or negative percentage.

Use the Expense Variance Personalization page (GL_PE_02_PRS) to define default display information for the Expense Variance pagelet.

Image: Expense Variance Personalization page

This example illustrates the fields and controls on the Expense Variance Personalization page. You can find definitions for the fields and controls later on this page.

Expense Variance Personalization page

Field or Control

Definition

Budget Ledger

Specify a standard budget ledger of the business unit. The ledger group to which this ledger belongs must have a Ledger Group Type of Budget.

Actual Ledger

Specify an actual ledger of the business unit.

From and To Period

Select a range of ledger accounting periods for the specified year.

Ledger Group

Select a specific Commitment Control ledger group.

Account Type

Select the account type that identifies expense accounts.

ChartField

Select the ChartField that you want to display on the pagelet.

ChartField Value Set

Select the ChartField Value Set that defines the scope of the ChartField values that you want to include. The ChartField Value Set must define values for only one ChartField.

Field Name

Select the field on which you want to add an additional filter.

Value By

Select how you want to limit the scope of the field values, either by Set (ChartField Value Set), or Value (a single value).

Field Value

Enter the scoping ChartField Value Set or single value to limit the scope of the field.

Use the Compare Across Ledgers (for standard ledgers) page (INQ_COMPARE_PNL) to specify the ledger data you want to compare by period and view comparison results.

Image: Compare Across Ledgers page

This example illustrates the fields and controls on the Compare Across Ledgers page.

Compare Across Ledgers page

Use the Budget Overview (for Commitment Control ledgers) page (KK_INQ_BD_OVW) to the search page is populated with values from the selected ChartField.

Click the Search icon to view the Budget Overview page.

Image: Budget Overview page

This example illustrates the fields and controls on the Budget Overview page.

Budget Overview page