In this topic you will learn how to view and print the Procurement Budgetary Activity Report in Excel.
NOTE: This report will retrieve information on Purchase Orders for your Department, for a specified period of time. You will be able to view any remaining encumbrance amounts for the PO Lines in this report.
Navigation to the Req and PO Budgetary Activity Page
From the Main Menu, click the following:
Purchasing > Purchase Orders > Reports > Req and PO Budgetary Activity
The Req and PO Budgetary Activity page displays. The user will enter or select the report request parameters.
NOTE: If you had selected an existing Run Control ID, the above page would contain the parameters from the last time you ran the report.
To eliminate retrieving all Purchase Orders for all 11 Business Units, the minimum entries required are the following:
• Business Unit
• The DeptID or Project/Grant, if applicable. If Project/Grant is entered, there is no need to enter any other parts of the ChartString since a Project/Grant number is tied to only one ChartString.
NOTE: The values entered in the Req and PO Budgetary Activity page will retrieve only those Purchase Orders for the department specified that have a remaining amount not equal to zero.
Click the Refresh button until the process is complete (i.e. Run Status = Success and the Distribution Status = Posted).
Click the zzpo0032_11000079.csv link.
This action opens a new window.
Users can modify existing run control parameters, or can continue to use the current settings.
The Excel Budgetary Activity Report lists additional fields that are not listed on the report run to HTML (i.e. Buyer, PO Type, and PO Status)
As specified in the Procurement Budgetary Activity Parameter page, only the PO line(s) with a Remaining Amount are retrieved. This will make it easier for the user to analyze the report when determining the encumbrances that need to be closed or adjusted.
View the Procurement Budgetary Activity Report.
This completes View & Print the Procurement Budgetary Activity Report in Excel.