In this topic you will learn how to view and print the Requisition Budgetary Activity Report to Excel.
Navigate to the Req and PO Budgetary Activity page as follows:
• Click Main Menu > Purchasing > Requisitions > Reports > Req and PO Budgetary Activity
• Enter the Run Control ID
Click the Refresh button until the process is complete (i.e. Run Status = Success and Distribution Status = Posted).
View the fields on the Requisitions Budgetary Activity Report.
Click the Print... menu.
NOTE: You may save the report by clicking Save As or email the report by clicking Send, Page By E-mail.
NOTE: Select print options and click OK.
For training purposes only, click the Close button or File, Exit to close the report.
Click the zzpo0033_11000231.csv link.
1. Enter Business Unit
2. Enter Budget Date From and To
3. Enter Remaining Amount
4. Enter Chartfield options
5. Enter From and To Chartfield Value(s)
As specified in the Requisition Budgetary Activity Parameter page, only the Requisition line(s) with a Remaining Amount are retrieved. This will make it easier for the user to analyze the report when determining the pre-encumbrances that need to be closed or adjusted.
Pre-Encumbrance Tips: If the user finds that a pre-encumbrance remains (even after the PO has been built), he/she should contact Purchasing (i.e. the Buyer associated with the PO).
This completes View & Print the Requisition Budgetary Activity Report.