Selecting Data for Balance Inquiries

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

• 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 which activity level amounts should be displayed:

• The default 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.

This field lets you narrow the amounts that display to a specific activity level. The default 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 the following:

• 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.

You must identify at least a From period and a From Year to indicate the time period for which you want to analyze information. If you want to analyze amounts for a specific period, type 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 select year-to-date only 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 select period-to-date only 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 select Range of Periods only if you select a From and Through Period and a From and Through Year.

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

You can include amounts associated with a specific currency code. If you leave this field blank, 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, you must select a currency code.

Select whether you view amounts or units.

If you leave this field blank, information is displayed in amounts.

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

Select the decimal place to which amounts or units are rounded. The default 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 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.