Selecting data for balance inquiries

Select the activities for which you want to analyze amounts. You can select one of these options:

• an activity group list to analyze information for all activities defined for the activity groups you include in the list

• an activity group to analyze information for all the activities included in the group

• up to six different activities to analyze information for a select set of activities

• an activity list to analyze information for all the activities included in the list

Select at which activity level amounts should be displayed:

• The default setting is All, which displays amounts for posting, summary, and contract level activities.

• Select Posting to display amounts for all posting level activities.

• Select Summary to display summarized amounts at the summary and contract activity level.

Select the amounts that display for a specific activity level. The default setting is All Activities, which displays amounts at all levels. You can select Level 1, Level 2, Level 3, Level 4, or Level 5.

Select the account categories for which you want to analyze amounts. You can select one of these options:

• The account category group lets you analyze information for all the account categories included in the group.

• The account category type lets you analyze activity information for all revenue (R), cost (C), or accrual (A) account categories. Pass Thru amounts are included when you select Accrual.

• The account category lets you analyze activity information for an account category.

  Note: To include all account categories, create an account category group using Account Category Group (AC05.2), where the All flag is set to Yes.

On Activity Accounting Unit Analysis (AC94.1) only.

You can analyze information within a specific company range. Specify the beginning company in this field.

The companies must be associated with the activity group list, activity group, activity, or activity list.

To analyze amounts for a specific company, specify that company in this field and leave the Through Company field blank.

You can analyze information within a specific accounting unit range. Specify the beginning accounting unit in this field.

To analyze amounts for a specific accounting unit, specify that accounting unit in this field and leave the Through Accounting Unit field blank.

On Resource Analysis (AC92.1) only, select a specific resource type to analyze amounts for:

• HR Employee

• AP Vendor

• AM Asset

• AC Person

• AC Equipment

  Select either a GL company, HR Company, or AP company to go with the resource type selected. For example, if you select HR Employee as the resource type, select an HR Company in the company field.

  See Defining resources.

On Resource Analysis (AC92.1) only, select up to six specific resources for which you want to analyze amounts. See Defining resources.

Specify at least a From Period and a From Year to indicate the time period for which you want to analyze information. To analyze amounts for a specific period, specify that date in the Beginning Period field and leave the Through Period field blank.

Select whether to display amounts for the life-to-date (L), year-to-date (Y), period-to-date (P), or for a range of periods (R).

You can only select life-to-date if the Through Period and Year fields are blank. Life-to-date is the sum of balances from the beginning of the life of the activity through the specified period and year.

You can only select year-to-date if the Through Period and Year fields are blank. The Year-to-date value is the sum of balances from period 1 through the specified period for the specified year.

You can only select period-to-date if the Through Period and Year fields are blank. The Period-to-date value is the balance for the specified period and year.

You can only select Range of Periods if you select a From and Through Period and a From and Through Year.

Select a budget number to analyze activity amounts. If you leave this field blank, then the active budget associated with each posting activity is included. You must specify a budget number for summary activities.

Select a specific currency code. If you leave this field blank, then the activity group base currency for each activity included in the inquiry is used.

If you are analyzing information for activities that use multiple currencies, then you must select a currency code.

Select whether you view amounts or units.

If you leave this field blank, then information will display in amounts.

Select whether activities with zero amounts are included. The default setting is No.

Select the decimal place amounts or units are rounded to. The default setting is Whole, which means no rounding. You can select decimals for Two places, Thousand, or Million.

Select whether to display as a percent of the budget or the remaining budget.

Select how account category amounts display. The default setting is Activity-Grp/Activity, which displays account category amounts in the activity group/activity structure.

You can select to analyze account category amounts by the Activity-Grp/Var-Levels.