Budgetary Control Results

Use View Budgetary Control Results to understand the budgetary control result on a transaction that has been funds checked or reserved. The window is accessed from a subledger transactions page by clicking on the funds status hyperlink or via the Actions menu.

The window has two views: Transaction view and Budget view.

Transaction View

The Transaction view is the defaulted display. All users that have access to a transaction can view the Transaction view. To understand the budgetary control validation impact, this window displays control budget, budget period, budget account, requested and consumed amounts, and other relevant budgetary control information.

Budget View

Use the budget view to see the budget impact for your transaction. This view displays budget information, along with the transaction lines that roll up to the impacted budget. The budget view is available to users who are granted the Review Budget Impact privilege (XCC_REVIEW_BUDGET_IMPACT_PRIV). The impacted control budgets are subject to control budget data security.

The Budget view let's you do these tasks:

• View budget balances for the impacted budget account, budget period, and transactions impacting the budget.

• View funds statuses for a transaction.

• View transaction lines related to the impacted budget.

• View funds available in the impacted and future periods.

• Change transactions based on the budget impact.

• Contact the budget manager to request additional funds.

Select the required amount columns from these tracked and predetermined budget and consumption amount columns:

Column Name	Column Description	Calculation
Available	The budget amount available for future consumption.	Current initial budget amount less current budget adjustment amount and less the sum of expenditure balance, obligation balances, commitment balances, and other anticipated expenditures.
Additional Required	The additional funds needed to reserve the transaction lines.	Funds requested from the current transaction less current funds available and less funds consumed (total of expenditure balance, obligation balance, commitment balance, and other anticipated expenditure balance).
Total Consumption	Total consumption amount for the budget year.	Total commitment, obligation, expenditure and other encumbrances amounts for the budget year.
Total Budget	Total budget amount for the budget year.	Total of initial budget and adjusted budget amounts for the budget year.
Budget Adjustment	The net adjustment amounts for budget revisions during the budget year.	Net amount of all budget adjustment amounts during the budget year.
Commitment	The requisition amount that's reserved, but not fulfilled by a purchase order and the reserved spend authorization amount.	Total amounts reserved for requisitions less amounts liquidated by their purchase orders and spend authorizations.
Obligation	The purchase order amounts reserved for the goods or services that aren't: Invoiced Received	Total amounts reserved for purchase orders less amounts liquidated by their invoices or receipts.
Other Encumbrances	The reserved encumbrance journal entry amounts other than obligation and commitment encumbrances.
Payables Expenditures	The reserved payable amounts such as invoices, credit memos, debit memos, and prepayment amounts.
Receipt Expenditures	The reserved receipt amounts
Project Expenditures	The reserved project expenditure amounts.
Other Expenditures	The actual journal entry amounts other than payables, project account, and receipt accounting journals. This implies actual journals from subledgers that aren't uptaking budgetary control or manual journal entries.