Reviewing Budget Balances

Review Budgetary Control Balances enables you to quickly search for budget and consumption balances at the lowest segment values at which balances are recorded. This guide will give you a thorough explanation on how to review the Oracle Fusion budget balances.

To navigate to Budget workarea, click on the Budgetary Control submenu under the Budgetary Control menu.

Click “Review Budgetary Control Balances” from the task list to view the Budget balances.

From the list of values for which the budget’s balances need to be examined, pick the required Control Budget.

Click the Search button once all the parameters—such as the Budget period and the values for each account segment—have been entered.

You may customize the view by adding or removing columns or by rearranging the columns. To Add or Remove columns click View > Columns > Select the column which is required to be added and select the value which is required to be removed. Show All, will bring all the columns to the view.

There are two ways to sort the data. One is to select the column and then click on the Sort option under View and select Ascending/ Descending/ Advance. Advanced allows you some additional ways to sort.

Another way to sort the data is by clicking on the Arrows available next to every column header.

To further search for specific value, enable Query by Example. Query By Example is the row of fields that precedes the table column headers, used for filtering the data in the table. Click Query By Example on the table toolbar if the row of fields isn’t displayed. Or Click on View and select Query By Example.

This Row will be enabled after ‘Query by Example’ is enabled. Enter the filtering value in the box and Press ‘Enter’. The data will be filtered as below.

The Budget Balances that are searched can be exported to excel. Click on the Export to Excel icon.

To view more information, click the Amount hyperlink under any one of the following columns: Total Budget, Commitments, Obligations, Other Consumption, Expenditures.

The Review Budgetary Control Transactions window appears once you select the Amount hyperlink located in the Expenditure column. Click the hyperlink for the transaction number to view more information about it.

After verifying all the details in the Invoice, click on the Done button to return back to previous page.

Again, click on the Done button to return back to Review Budgetary Control Balances page.

Open and Closed Issues

Open Issues

ID	Issue	Resolution	Responsibility	Target Date	Impact Date

Closed Issues

ID	Issue	Resolution	Responsibility	Target Date	Impact Date

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