View and Print the Req and PO Budgetary Activity Report in Excel

In this topic you will learn how to View and Print the Req and PO Budgetary Activity Report in Excel.

Click the Add a New Value tab to create a new Run Control ID.

Click the Search button to search for an existing Run Control ID.

Click the REQ_ACTIVITY_REPORT link.

The parameters entered from the last time you ran and saved the report will default. Ensure that the Business Unit, Budget Date From, Budget Date To, Remaining Amount, and ChartField default correctly. If defaults are not correct, make the appropriate changes.

Click the FUND CODE link from the Search Results table.

A warning message displays.

Click the Save button.

NOTE: In this example, the values entered on the Req-PO Budgetary Activity page will retrieve only those requisitions with a Remaining Amount not equal to zero.

Click the Req. Activity, Excel POS8002 option.

NOTE: Verify the Server Name is PSNT.

Click the Refresh button until the Run Status = Success and the Distribution Status = Posted.

Click the Req. Activity, Excel POS8002 link.

Click the Office Button.

You will select your print options and click OK to print the report.

For training purposes only, click the Cancel button.

NOTE: You can also save the report using the File, Save As option on the Office Button.

Click the Close button to close the report.

Click the OK button to return to the Administration page.

As specified in the Req-PO Budgetary Activity Parameter page, only the requisition line(s) with a Remaining Amount are retrieved. This makes it easier for a user to analyze the report when determining the pre-encumbrances needing to be closed or adjusted.

TIP: If a user finds a pre-encumbrance remains even after the PO has been built, he/she should contact Purchasing (i.e. the Buyer associated with the PO) for assistance rather than AP.

View and Print the Req and PO Budgetary Activity Report in Excel

This completes View and Print the Req and PO Budgetary Activity Report in Excel.

Click the Purchasing link.

Click the Purchase Orders link.

Click the Reports link.

Click the Req and PO Budgetary Activity link.

Click the Search button.

Click the REQ_ACTIVITY_REPORT link.

Enter the desired information into the From ChartField Value field. Enter

a valid value

e.g.

"1053500"

Enter the desired information into the To ChartField Value field. Enter

a valid value

e.g.

"1053500"

Click the Save button.

Click the Add a new row at row 1 button.

Click the Look up ChartField button.

Click the FUND CODE link.

Enter the desired information into the From ChartField Value field. Enter

a valid value

e.g.

"111"

Enter the desired information into the To ChartField Value field. Enter

a valid value

e.g.

"111"

Click the Delete row 2 button.

Click the OK button.

Click the Save button.

Click the Run button.

Click the Req. Activity, Excel POS8002 option.

Click the OK button.

Click the Process Monitor link.

Click the Refresh button.

Click the Go back to Req and PO Budgetary Activity link.

Click the Report Manager link.

Click the Administration tab.

Click the Req. Activity, Excel POS8002 link.

Click the zzpo0033_6390029.cvs link.

Click the Open button.

Click the Office Button button.

Point to the Preview and Print field.

Click the Print menu.

Click the Cancel button.

Click the Close button.

Click the OK button.

Click the Go back to Req and PO Budgetary Activity link.