For viewing budgets from fiscal year 2008 and prior please use the ZBUDSTAT_EX_CF transaction.
Similar to the old “Assigned Funds”; the following information is required to run the budget report. The Fund 4511000000 for E&G budgets, the Funds Center/Cost Center #, and the current Fiscal Year. For this report you DO NOT need the FM Area SSHE.
The ZBUDSTAT_EX_CF/Assigned Funds screen will display the Budget, Commitments, and Actual in separate columns, Total Commitments & Actual in one column, and the Available Column at the end. A separate column for the commitments is a new feature. This allows users to more easily track their open Purchase Requisitions & Purchase Orders. Also, the name and number of your Account is now displayed on top of the report and the date and time are shown at the bottom.
The Other_Expenses line is the department’s operating budget and should be reviewed prior to opening purchase requisitions or requesting transfers. Departments should also monitor their student wages budget line.
Please remember that the Auxiliaries have a different Budget Structure. The Budget is allocated at the GLA’s level instead of the Other_Expenses.
To view details on current year commitment & actual click once on the amount, then click on the “Extra” menu, then select “Line Items”. The Document Journal screen will appear. You can sort by column and subtotal by reference document. Please see our training guide link at the bottom of this page for more tips.
Prior year budgets can be viewed by using the prior fiscal year in place of current fiscal year.
For self sustaining accounts, 4513xxxxxx, you must use the same number for the Fund & Funds Center/Cost Center.
Kutztown, PA 19530