Returns the budget, reservations, encumbrances, YTD, and balance information for a chosen Budget Control Org or for an entire Unit (level 4). This information can be reviewed in the FGIBAVL Banner screen, however Org detail is included in the query to easily pinpoint budget deficits.
Cycle Report - Single Cycle
Returns fund-org-acct totals by Unit (level 4) for Budget, Encumbrance, YTD, and Balance figures by cycle (or use % for the entire fiscal year or year-to-date).
Cycle Report- All Cycles
Returns YTD totals at the end of each cycle for a given Unit (level 4) and fiscal year. Useful for trend analysis.
Org Rollup Structure
Pull a list of all orgs that roll up to a given Level (level 3 - VC and level 8 - entry level) within the current hierarchy structure.
ProCard Transaction Detail
Returns a list of all items within a document (ex. PNP00001) to identify the document reference # or sequence # associated with a specific line item. This is very useful when JVing ProCard charges that now map in to Banner with a PNPxxxxx document #, which is the QP# equivalent used for the new JPMorgan website. Although this was created for ProCard document numbers, the query will return results for any document number including JVs, Finance #s (Fxxxxxx), and Budget Revisions.
Prog/Fund/Acct Code Mismatches
The query used to populate the bi-monthly report posted to the Program Code Compliance page. Run it for your unit to capture recently corrected mismatch issues to stay on top of these errors before they show up on the quarterly reviews.
SubLedger Detail for Dept Reporting
Returns the budget, reservations, encumbrances, YTD, and balance information for a given cycle and FY range. This report can be limited by Org Level and Fund or Fund Type.
Transaction Detail by Cycle - YTD
Pull all direct expenditure YTD transaction detail for a given cycle (or use % for the entire fiscal year). Acct code range can be adjusted on Line 8 of the query. Search by any Org number between level 3 and 8.
Transaction Detail by Cycle - Budget/YTD/Encumbrances
Pull all expenditure budget, YTD, and encumbrance transaction detail for a given cycle (or use % for the entire fiscal year). Acct code range can be adjusted on Line 8 of the query. Search by any Org number between level 3 and 8. This query returns similar results to that of the FGRODTA report.
Labor Distribution & Dlevel Mismatch Listing - Checks the Home Dept dlevel listed in PEAEMPL against the dlevel associated with the labor distribution org. This mismatch will affect the way eDir displays employee locations as well as certain reports that base employee figures off the Home Dept.
* Queries must be saved to your computer and then opened from within Toad.