Inquiry Panels (FIN)

Analyze Control Budgets - View only  

FIN Module:  

The Analyze Controlled Budgets module allows the user to view "up to the minute" SpeedType data similar to what is found on the AM90/91 report. Line item information related to budget adjustments, encumbrances and expenditures can be exported to Excel.

The module first presents a budget summary for the fiscal year(s) selected including a breakout by account code. The Budget Activity Log displays all budget adjustment related to the SpeedType. Details of a set of transactions based on a particular transaction type, such as vouchers issued by accounts payable, can be retrieved in the Expense Activity Log or the Excumbrance Activity Log.

See the Analyze Controlled Budgets   procedure reference for more information.  

AP Transaction Details - View or print   (JAP031)

FIN Module:  

This page displays payments made to vendors from a SpeedType due to vouchers issued. User enters a SpeedType and date range to retrieve desired data.

See the Financials Online Inquiries   procedure reference for more information.  

Grant Inquiry - View only  

FIN Module:  

The KUMED and RINST Grant Inquiry pages display general information such as the grant start and end dates, grant manager and information related to the awarding agency. Summaries of the grant budget which include the overall grant amount, encumbered and expended amounts, and the spending authority remaining are also displayed.

See the Grant Information   procedure reference for more information.
 

IDB Expense- View or print   (JGL138)

FIN Module:  

This page displays expenses charged to a SpeedType due to Inter-Departmental Billing. User enters a SpeedType and date range to retrieve desired data.

See the Financials Online Inquiry   procedure reference for more information.

IDB Revenue- View or print   (JGL139)

FIN Module:  

This page displays revenue deposited into a SpeedType due to Inter-Departmental Billing. User enters a SpeedType and date range to retrieve desired data.

See the Financials Online Inquiry   procedure reference for more information.

IDB Entry Inquiry - View only  

FIN Module:  

Here the user can view detailed information for an Inter-Departmental Billing transaction by the IDB Transaction ID number.

See the Financials Online Inquiry   procedure reference for more information.

Journal Entry Transactions - View or print   (JGL137)

FIN Module:  

On this page, the user can view credits and debits to a SpeedType due to journal entries created by Control and Reporting staff. User enters a SpeedType and date range to retrieve desired data.

See the Financials Online Inquiry   procedure reference for more information.

Overall Grant Summary - View or print  

FIN Module:  

Overall Grant Summary displays the grant direct award, its amounts encumbered and expensed, and the direct award balance, as well as the Facilities & Administration award and its expense information. In addition, the page displays budget information by summary account code.

See the Grant Information   procedure reference for more information.

PO Activity Summary - View only  

FIN Module:  

The PO Activity Summary page displays a summary of the receipts and invoice information for each line item of the purchase order. In addition, the page contains icons which can be used to view the details of each receipt.

See the PO Inquiry Manual   procedure reference for more information.

PO Inquiry - View only  

FIN Module:  

The PO Inquiry page displays information such as the PO status, receipt status, requisition number, requester's username, items purchased, SpeedType and account code. In addition, the page contains buttons which can be used to view the scanned invoice or purchase order.

See the PO Inquiry Manual   procedure reference for more information.

PO Voucher - View only  

FIN Module:  

The PO Voucher pages include the voucher number, warrant number, scheduled date of payment, the vendor name, and the address to which the payment will be sent. In addition, the KU Panel page contains buttons which can be used to view the scanned invoice and voucher.

See the PO Inquiry Manual   procedure reference for more information.

Req/PO Cross Reference - View only  

FIN Module:  

The Req/PO Cross Reference page displays the date and amount of the requisition and whether a purchase order has been issued. In addition, the page contains buttons which will display the PO Inquiry page or the PO Activity Summary page in a second browser tab or window. Use the requisition number or the requester's username to retrieve the PO Number.

See the PO Inquiry Manual   procedure reference for more information.

Last modified: Jun 06, 2014
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