Use inquiries and reports for budget analysis
Finance offers many inquiries and reports for all its modules. This unit discusses some of the reports for budgeting and explains how to use inquiries and reports for budget analysis.
View the status of budget register entries
You can view all budget register entries on the Budget register entries list page. You can select multiple draft budget register entries and update the budget balances at the same time. Additionally, you can work with budget register entries that users submit to the workflow.
If you select or open a budget register entry that a user submits to a workflow, a yellow information bar appears in the upper part of the Budget register entries list page and the Budget register entry page. This bar includes status information and options. Near the right side of the workflow status bar, you can select the View workflow instructions icon for instructions that were included when the user set up the workflow.
The Status field on the Budget register entry page displays Draft or Completed. The Source document field displays the identifier of the source document that a budget register entry originated from.
For example, a Transfer budget register entry could have originated from a purchase order.
View budget control statistics
You can view the budget balances for a budget cycle and budget model from the Budget control statistics page.
View actual vs. budget
The budget amounts on the Actual vs. budget inquiry page are the sum of expense and revenue budget amounts for the financial dimension value that you select. The actual amounts are a sum of the debits and credits that were processed for the financial dimension value.