Searches

This table shows the options that are available on the Transactions and Balances menu:

To search for specific records, click the Filter icon to show the search fields and specify criteria by which to narrow the search.

Menu option Description Business class Comments
Transaction Detail Shows all Global Ledger transactions regardless of status.

Select the tab associated with the search you are looking for. Each tab contains additional fields for searching. Tabs include searches by key field, Search All, Detail Transactions, Project Detail Transactions, Project Contract Transaction Detail.

The Project Contract Transaction Detail only includes posting projects that are on project contracts. Search for all unbilled or unrecognized transactions by a project contract, billing method, revenue method, and posting project.

 GLTransactionDetail Definitions for each status in the Billed column:
  • Unprocessed: Invoices have not been calculated.
  • Invoiced: Draft invoices have been created.
  • Processed: Invoices are journalized.
  • Distributed: New transactions were created by the journalize process.
Transaction Summary Shows all summarized General Ledger transactions by project, accounting entity, accounting unit, account, and posting date. Filter by system, event and date ranges. GeneralLedgerTransaction
Totals Shows account balances that are based on period ending date. Search for specific balances, ledgers, accounts, dates, or chart sections. GeneralLedgerTotal n/a
Transaction Interface Create and process project interface transactions. GLTransactionInterface
Commitments and Encumbrances Shows all current commitments and encumbrances records for projects. Page also includes commitments and encumbrances documents and history. GLCommitDocument

GLCommit
Commitments And Encumbrances Variance Report Run the report action to view commitments and encumbrances variances. CommitmentEncumbranceVarianceResult
PO Encumbrance Variance Report Run the report action to view PO and encumbrances variances. CommitmentEncumbrancePOVarianceResult
Project Distributions Shows subsystem distributions by posting project. Distribution lists include project requisitions, purchase orders, contract line, payables invoices and cash ledger. Project

RequisitionLineDistribution

PurchaseOrderLineDistribution

ContractLineDistribution

PayablesInvoiceDistribution

CashLedgerGLDistribution
Pending Front End Split Transactions Shows front end split pending transactions to reconcile front end split commitment balances. GLTransactionInterface

ProjectIndirectBurdenTransaction

GLCommit
Front End Split Journals Shows front end split journals to reconcile front end split expenditures. GeneralLedgerTransaction
Legacy Achisthdr Shows migrated Lawson data. ACHISTHDR n/a
Legacy Actrans Shows migrated Lawson data. ACTRANS n/a

This table shows the available options on the Grant Labor Distribution menu.

Menu option Description Business class Comments
Labor Distribution > Federal Awards Shows external grants flagged as included in SEFA reporting. FinanceDimension2
Labor Distribution > Federal Projects Shows posting projects flagged as requiring certification. Project
Labor Distribution Shows a list of all posting projects with the associated assignments by employee and date range. Includes the status, planned percent, and actual percent. ProjectAssignmentLabor n/a
Effort Certification > Manage Effort Certification > All Effort - Labor Distribution Shows a list of all posting projects with the effort assignments by employee and date range. Includes fields to display if certification is required and if the record has been certified. ProjectAssignmentEffort n/a

This table shows the available options on the Indirect Burdens menu:

Menu option Description Business class Comments
Burden Transactions Shows a list of all indirect burden transactions that have been calculated. The list includes the run group, project, indirect burden code, status, dates, burden amounts, and finance structure. ProjectIndirectBurdenTransaction n/a

This table shows the available options on the My Projects menu:

Menu option Description Business class Comments
Transactions Shows all posting projects where the user has an active project personnel record. Select a project to view the associated global ledger transactions. GlobalLedgerTransaction

ProjectPersonnel

 n/a