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Use the Account Inquiry > Bud tab to view budget details for the account.
Budget data displays the budget data after the Load Budgets into FAS Budget Entry program – BAUTL01A.FMX is run to transfer the budgets from the Budget Preparation System (BPS) into the Financial Accounting System (FAS).
To view budget transactions:
On the Account Inquiry page, click the Bud tab to view budget details for the selected account.
You can change the account, if applicable. In
the Account field, type the full
account number to view the account totals for the Year
and Period range entered.
If the full account number is not known, type a partial account number
or leave the field empty. Click the Magnifying
Glass icon 
to display the Select Account
page. This page lists all accounts with an active status defined in the
Chart of Accounts program – FMACT02A.FMX
in Alio for the Year and Period Range entered on the Account Inquiry page. If a partial
account number was entered, all accounts listed will contain that account
string.
Optionally, click the Filter button
to display the filter criteria boxes
that correspond to each heading on the grid.
Type the filter criteria. For example, type the first three dimensions
in the account number to list all accounts that start with those dimensions
Press the Enter key to filter the
grid.
Click to select an account from the list. The Account Inquiry > Bud tab displays the search results.
Column Heading |
Description |
Date |
This column displays the date of each budget transaction. |
Reference |
This column displays the unique reference number assigned to each budget transaction for identification purposes. |
Batch |
This column displays the number identifying the batch used to process each budget transaction. |
Description |
This column displays the batch description. |
Period |
This column displays the period the budget transaction was posted. |
Amount |
This column displays the amount of each budget transaction. A summary of all budget transaction amounts displays at the bottom of this column. |
