oracle peoplesoft financials navigation 9.2: how to run a ... · oracle peoplesoft financials...

Oracle PeopleSoft Financials Navigation 9.2: How to run a Budget Transaction Detail Report Updated-7/17/2018 by MGB

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Step 1:

Log into PeopleSoft Financials as normal Navigate to Budget Transaction Detail. On your homepage locate the “NavBar” on the top and far right of the screen. Then click on and find the “Navigator” icon. Click on the icon as well.

Step 2:

Navigate to “Commitment Control” and select it.


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Step 3:

Navigate to “Budget Reports” and select it.

Step 4:

Navigate to “Budget Transaction Detail” and select it.

This will take you to the “Budget Transaction Detail” page. The full path is as follows:

NavBar -> Navigator -> Commitment Control-> Budget Report -> Budgets Transaction Detail


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Step 5:

Click on search if you have previously created a Run Control for the Budget Transaction Detail Report”.

Step 6:

If this is your first time running the report you will need to select the “Add a New Value” tab. Then create a new “Run Control ID” and input it into the Run Control ID field and select the Add button. (Recommendation: when naming Run Controls, name them so you can relate them for what report they are to be used)

*Below is an example of how to setup a new “Run Control”.*

Step 7:

Enter the criteria for your Run control.

Choose the Ledger group.

APPROP = Chartfield combinations without a Project_ID PROJ_GRT = Chartfield combinations with a Project_ID DETAIL = Revenue shown as a negative expense

You can either type in the Ledger Group or click on the magnifying glass to the right of the field and choose it from the listing of ledger groups. Make sure that the User Budget Overrides box is UNCHECKED (If checked, you will not receive any data). Leave “Transaction Type Option” and


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“Ledger Type Option” set to All. Ignore the “Type and Commitment Control Ledger Type” options.

Step 7 (continued):

For the date range to work for this report, you MUST change the “Commit Control Date Option” to RANGE (the report will try to run from the data since 2013 and will ignore any dates that you enter into the “Date From and Date To” fields type in a valid date range if you do not do so)

Step 7 (continued):

You must click on the REFRESH button to see the Chartfield Names to enter the criteria for your department/project. If you do not then you will be running the report on the entire institutions data. (Important)

Step 8:

Click on the Include CF by the first 7 “Chartfields” (If you do not, the report will not recognize the criteria that you enter in the Value and To Value fields). Specify the “Budget Reference”. Enter the current fiscal


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year. (i.e., 2019 for 07/01/2018‐06/30/2019), except when you have POs that haven’t been paid from

prior years. Then, you will want to enter the prior year to see them get paid in the current year. (i.e., 2017 in the Value and 2018 in the To Value).

Step 8 (continued):

If you were running for the APPROP ledger, then you would want to enter your Department ID in the Department Value and To Value boxes. If you were running on the PROJ_GRT, then you would want to enter the Project ID in the Project Value and To Value boxes, and possibly your Department ID as well, if there are multiple departments that share that Project ID. (You must at least have a Department ID and/or Project ID and the Budget Reference criteria as a minimum of criteria. You can use more criteria if you choose, but not less.)

*In this case, my department only has one Project ID, so I’m going to enter the Department ID in the Value and To Value boxes.*

Step 8 (continued):


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Click on the “Save” button, so you can save this criteria to this Run Control name. Next time that

you run this report, you can Search on that name and just change the date criteria to run the

report.

Step 9:

To run report, click on the Run button.

Step 10:

Process Scheduler Request window appears. Click on the “OK” button to start running the report (do not

have to make a Server name selection).

Step 11:


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This will return you to your run control page. Click on the “Process Monitor hyperlink” to see the report

running.

Step 12:

At Process Monitor, click on Refresh until the Run Status = Success and the Distribution Status = Posted.

Then click on the “Details” hyperlink.

Step 13:

Process Detail window appears. Click on View Log/Trace.

Step 14:


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View Log/Trace window appears. Click on the PDF file. Your report will now be displayed as a PDF report.

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